SJS Investment Consulting’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

SJS Investment Consulting’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	–	Sell	-4,982	Closed	-$56K	–	2956
2026 Q1	$56K	Buy	4,982 +57	+1%	+$663	0.01%	338
2025 Q4	$57.3K	Buy	4,925 +114	+2%	+$1.31K	0.01%	305
2025 Q3	$54.8K	Buy	4,811 +95	+2%	+$1.04K	0.01%	248
2025 Q2	$51.5K	Buy	4,716 +92	+2%	+$997	0.01%	182
2025 Q1	$51.8K	Buy	4,624 +59	+1%	+$672	0.01%	190
2024 Q4	$51.5K	Buy	4,565 +29	+0.6%	+$337	0.01%	186
2024 Q3	$54.3K	Hold	4,536	–	–	0.01%	193
2024 Q2	$52K	Hold	4,536	–	–	0.01%	179
2024 Q1	$50.2K	Hold	4,536	–	–	0.01%	185
2023 Q4	$49.9K	Hold	4,536	–	–	0.01%	166
2023 Q3	$43.9K	Hold	4,536	–	–	0.01%	171
2023 Q2	$49.6K	Hold	4,536	–	–	0.01%	155
2023 Q1	$50.4K	Hold	4,536	–	–	0.01%	151
2022 Q4	$51.6K	Hold	4,536	–	–	0.02%	152
2022 Q3	$48K	Buy	+4,536	New	+$54.5K	0.02%	165
2022 Q1	$46K	Buy	+3,536	New	+$49.3K	0.01%	189

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

SJS Investment Consulting's NEA Position: Q2 2026 in Review

SJS Investment Consulting sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2026, closing a stake of 4,982 shares — an estimated $56K sold.

SJS Investment Consulting first reported a position in NEA in Q1 2022 and held it in 16 quarters. The position peaked at $57.3K in Q4 2025. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

SJS Investment Consulting reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
SJS Investment Consulting sold 4,982 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $56K.
SJS Investment Consulting first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2022 and held it in 16 quarters.
SJS Investment Consulting's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $57.3K in Q4 2025.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.