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

Silverlake 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
Q1 		$1.21M Buy
108,120
+3,361
+3% +$39.1K 0.25% 118
2025
Q4 		$1.22M Buy
104,759
+33,172
+46% +$382K 0.27% 109
2025
Q3 		$815K Buy
71,587
+1,683
+2% +$18.5K 0.2% 135
2025
Q2 		$763K Buy
69,904
+5,107
+8% +$55.3K 0.22% 127
2025
Q1 		$726K Buy
64,797
+11,153
+21% +$127K 0.27% 97
2024
Q4 		$605K Buy
53,644
+13,140
+32% +$153K 0.23% 113
2024
Q3 		$485K Buy
40,504
+13,433
+50% +$156K 0.18% 136
2024
Q2 		$310K Buy
27,071
+64
+0.2% +$701 0.13% 186
2024
Q1 		$299K Buy
27,007
+35
+0.1% +$384 0.15% 175
2023
Q4 		$297K Buy
+26,972
New +$275K 0.16% 161

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return