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Sowell Financial Services’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Sowell Financial Services’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 		$198K Sell
16,858
-23,004
-58% -$264K 0.01% 1089
2026
Q1 		$448K Buy
39,862
+29
+0.1% +$337 0.02% 677
2025
Q4 		$463K Sell
39,833
-9,942
-20% -$114K 0.02% 669
2025
Q3 		$567K Buy
49,775
+10,049
+25% +$111K 0.02% 600
2025
Q2 		$434K Sell
39,726
-5,403
-12% -$58.6K 0.02% 652
2025
Q1 		$505K Buy
45,129
+5,030
+13% +$57.3K 0.02% 581
2024
Q4 		$452K Buy
+40,099
New +$466K 0.02% 421
2023
Q4 		– Sell
-50,218
Closed -$488K – 565
2023
Q3 		$488K Sell
50,218
-3,415
-6% -$35.9K 0.03% 399
2023
Q2 		$588K Buy
53,633
+33
+0.1% +$361 0.03% 432
2023
Q1 		$596K Sell
53,600
-79
-0.1% -$882 0.05% 402
2022
Q4 		$610K Buy
53,679
+143
+0.3% +$1.56K 0.04% 400
2022
Q3 		$570K Buy
53,536
+43
+0.1% +$517 0.06% 299
2022
Q2 		$631K Buy
+53,493
New +$652K 0.06% 201
2022
Q1 		– Sell
-38,390
Closed -$599K – 389
2021
Q4 		$599K Sell
38,390
-6,214
-14% -$94.6K 0.03% 410
2021
Q3 		$680K Buy
44,604
+35
+0.1% +$553 0.05% 354
2021
Q2 		$702K Buy
44,569
+12
+0% +$183 0.05% 369
2021
Q1 		$675K Buy
44,557
+41,341
+1,285% +$612K 0.02% 538
2020
Q4 		$49K Buy
3,216
+202
+7% +$2.94K ﹤0.01% 1412
2020
Q3 		$43K Buy
3,014
+36
+1% +$517 ﹤0.01% 1270
2020
Q2 		$41K Buy
2,978
+36
+1% +$487 ﹤0.01% 1223
2020
Q1 		$40K Sell
2,942
-5,055
-63% -$71.9K ﹤0.01% 1131
2019
Q4 		$115K Sell
7,997
-32,912
-80% -$467K 0.01% 874
2019
Q3 		$585K Buy
+40,909
New +$580K 0.05% 366
2019
Q1 		$544K Buy
40,732
+4,700
+13% +$61.1K 0.06% 306
2018
Q4 		$444K Buy
36,032
+17,709
+97% +$217K 0.06% 297
2018
Q3 		$232K Buy
18,323
+11
+0.1% +$142 0.03% 306
2018
Q2 		$238K Buy
18,312
+35
+0.2% +$452 0.05% 248
2018
Q1 		$235K Buy
18,277
+47
+0.3% +$620 0.06% 237
2017
Q4 		$246K Buy
+18,230
New +$250K 0.06% 226
2017
Q1 		– Sell
-2,520
Closed -$33K – 462
2016
Q4 		$33K Buy
+2,520
New +$34.1K 0.01% 378

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GC
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sowell Financial Services's NEA Position: Q2 2026 in Review

Sowell Financial Services reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 58% in Q2 2026, selling an estimated $264K and leaving 16,858 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #1089.

Sowell Financial Services first reported a position in NEA in Q4 2016 and has held it in 30 quarters since. The position peaked at $702K in Q2 2021. 297 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Sowell Financial Services held 16,858 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $198K as of Q2 2026.
  • Sowell Financial Services sold 23,004 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $264K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1089 holding.
  • Sowell Financial Services first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2016 and has held it in 30 quarters since.
  • Sowell Financial Services's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $702K in Q2 2021.
  • 297 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.