Summit Financial Wealth Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Summit Financial Wealth Advisors’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	$167K	Hold	14,250	–	–	0.02%	222
2026 Q1	$160K	Sell	14,250 -2,150	-13%	-$25K	0.02%	191
2025 Q4	$191K	Sell	16,400 -2,000	-11%	-$23K	0.03%	191
2025 Q3	$210K	Hold	18,400	–	–	0.03%	172
2025 Q2	$201K	Sell	18,400 -2,000	-10%	-$21.7K	0.04%	165
2025 Q1	$228K	Sell	20,400 -1,000	-5%	-$11.4K	0.05%	133
2024 Q4	$244K	Sell	21,400 -2,000	-9%	-$23.3K	0.05%	134
2024 Q3	$280K	Hold	23,400	–	–	0.05%	125
2024 Q2	$268K	Sell	23,400 -7,300	-24%	-$79.9K	0.05%	114
2024 Q1	$340K	Sell	30,700 -21,300	-41%	-$234K	0.07%	96
2023 Q4	$572K	Buy	52,000 +4,550	+10%	+$46.4K	0.13%	74
2023 Q3	$484K	Sell	47,450 -9,925	-17%	-$104K	0.12%	74
2023 Q2	$627K	Sell	57,375 -1,000	-2%	-$10.9K	0.14%	70
2023 Q1	$649K	Sell	58,375 -1,500	-3%	-$16.7K	0.15%	69
2022 Q4	$681K	Sell	59,875 -7,691	-11%	-$83.9K	0.16%	70
2022 Q3	$697K	Sell	67,566 -9,500	-12%	-$114K	0.2%	60
2022 Q2	$946K	Hold	77,066	–	–	0.23%	52
2022 Q1	$1.01M	Hold	77,066	–	–	0.2%	52
2021 Q4	$1.19M	Hold	77,066	–	–	0.23%	50
2021 Q3	$1.17M	Hold	77,066	–	–	0.27%	48
2021 Q2	$1.21M	Buy	77,066 +3,200	+4%	+$48.7K	0.27%	48
2021 Q1	$1.11M	Buy	73,866 +4,500	+6%	+$66.7K	0.28%	45
2020 Q4	$995K	Sell	69,366 -12,450	-15%	-$181K	0.27%	46
2020 Q3	$1.17M	Hold	81,816	–	–	0.31%	44
2020 Q2	$1.16M	Buy	81,816 +3,200	+4%	+$43.3K	0.31%	46
2020 Q1	$1.02M	Buy	78,616 +2,000	+3%	+$28.5K	0.32%	48
2019 Q4	$1.12M	Hold	76,616	–	–	0.27%	58
2019 Q3	$1.09M	Hold	76,616	–	–	0.27%	62
2019 Q2	$1.06M	Buy	76,616 +1,000	+1%	+$13.4K	0.26%	68
2019 Q1	$1.01M	Hold	75,616	–	–	0.27%	64
2018 Q4	$931K	Sell	75,616 -4,603	-6%	-$56.5K	0.3%	57
2018 Q3	$965K	Buy	80,219 +7,201	+10%	+$93.1K	0.29%	61
2018 Q2	$949K	Hold	73,018	–	–	0.32%	66
2018 Q1	$949K	Buy	73,018 +8,500	+13%	+$112K	0.31%	66
2017 Q4	$887K	Buy	64,518 +6,879	+12%	+$94.4K	0.3%	68
2017 Q3	$798K	Sell	57,639 -12,000	-17%	-$167K	0.29%	72
2017 Q2	$953K	Hold	69,639	–	–	0.38%	66
2017 Q1	$930K	Sell	69,639 -9,882	-12%	-$131K	0.41%	62
2016 Q4	$1.06M	Buy	79,521 +18,500	+30%	+$250K	0.47%	57
2016 Q3	$891K	Buy	61,021 +14,746	+32%	+$219K	0.39%	64
2016 Q2	$694K	Buy	46,275 +1,975	+4%	+$29K	0.29%	77
2016 Q1	$630K	Buy	44,300 +5,500	+14%	+$76.7K	0.28%	72
2015 Q4	$537K	Buy	38,800 +1,500	+4%	+$19.9K	0.25%	77
2015 Q3	$486K	Buy	37,300 +12,000	+47%	+$155K	0.31%	56
2015 Q2	$322K	Buy	+25,300	New	+$340K	0.2%	70

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

Summit Financial Wealth Advisors's NEA Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its Nuveen AMT-Free Quality Municipal Income Fund (NEA) position steady in Q2 2026 at 14,250 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #222.

Summit Financial Wealth Advisors first reported a position in NEA in Q2 2015 and has held it in 45 quarters since. The position peaked at $1.21M in Q2 2021. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Summit Financial Wealth Advisors held 14,250 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $167K as of Q2 2026.
Summit Financial Wealth Advisors left its Nuveen AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.02% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #222 holding.
Summit Financial Wealth Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2015 and has held it in 45 quarters since.
Summit Financial Wealth Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.21M in Q2 2021.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.