StoneX Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

StoneX Group’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	–	Sell	-301,992	Closed	-$3.51M	–	1140
2025 Q4	$3.51M	Buy	301,992 +1,684	+0.6%	+$19.4K	0.15%	114
2025 Q3	$3.43M	Buy	300,308 +24,979	+9%	+$275K	0.15%	127
2025 Q2	$3.01M	Buy	275,329 +39,634	+17%	+$430K	0.15%	125
2025 Q1	$2.64M	Buy	235,695 +3,142	+1%	+$35.8K	0.14%	135
2024 Q4	$2.62M	Buy	+232,553	New	+$2.7M	0.14%	135
2024 Q1	–	Sell	-13,813	Closed	-$152K	–	691
2023 Q4	$152K	Buy	+13,813	New	+$141K	0.02%	534

Other funds holding NEA

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

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

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

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

HWAM

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

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

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

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

MGAM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

StoneX Group's NEA Position: Q1 2026 in Review

StoneX Group sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2026, closing a stake of 301,992 shares — an estimated $3.51M sold.

StoneX Group first reported a position in NEA in Q4 2023 and held it in 6 quarters. The position peaked at $3.51M in Q4 2025. 301 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

StoneX Group reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 301,992 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $3.51M.
StoneX Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2023 and held it in 6 quarters.
StoneX Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $3.51M in Q4 2025.
301 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.