Sheets Smith Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Sheets Smith Wealth Management’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$132K	Hold	11,250	–	–	0.01%	404
2026 Q1	$126K	Buy	11,250 +750	+7%	+$8.72K	0.01%	390
2025 Q4	$122K	Buy	+10,500	New	+$121K	0.01%	390
2022 Q2	–	Sell	-11,467	Closed	-$151K	–	333
2022 Q1	$151K	Buy	11,467 +10	+0.1%	+$139	0.02%	344
2021 Q4	$179K	Buy	11,457 +9	+0.1%	+$137	0.02%	366
2021 Q3	$174K	Buy	11,448 +9	+0.1%	+$142	0.02%	359
2021 Q2	$180K	Buy	11,439 +9	+0.1%	+$137	0.02%	353
2021 Q1	$169K	Buy	11,430 +10	+0.1%	+$148	0.02%	323
2020 Q4	$172K	Sell	11,420 -2,091	-15%	-$30.5K	0.03%	326
2020 Q3	$194K	Sell	13,511 -1,402	-9%	-$20.1K	0.03%	283
2020 Q2	$207K	Buy	14,913 +9	+0.1%	+$122	0.04%	243
2020 Q1	$202K	Buy	14,904 +3,077	+26%	+$43.8K	0.04%	259
2019 Q4	$170K	Buy	+11,827	New	+$168K	0.03%	307
2018 Q1	–	Sell	-10,159	Closed	-$140K	–	329
2017 Q4	$140K	Hold	10,159	–	–	0.03%	318
2017 Q3	$141K	Hold	10,159	–	–	0.04%	300
2017 Q2	$139K	Sell	10,159 -507	-5%	-$6.9K	0.04%	289
2017 Q1	$142K	Hold	10,666	–	–	0.04%	284
2016 Q4	$142K	Hold	10,666	–	–	0.04%	272
2016 Q3	$156K	Buy	+10,666	New	+$159K	0.04%	256

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sheets Smith Wealth Management's NEA Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 11,250 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #404.

Sheets Smith Wealth Management first reported a position in NEA in Q3 2016 and has held it in 19 quarters since. The position peaked at $207K in Q2 2020. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Sheets Smith Wealth Management held 11,250 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $132K as of Q2 2026.
Sheets Smith Wealth Management left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #404 holding.
Sheets Smith Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2016 and has held it in 19 quarters since.
Sheets Smith Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $207K in Q2 2020.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.