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

Summit Financial’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	$331K	Sell	28,073 -308	-1%	-$3.54K	﹤0.01%	1269
2026 Q1	$321K	Buy	28,381 +1,455	+5%	+$16.9K	﹤0.01%	1162
2025 Q4	$313K	Buy	26,926 +4,573	+20%	+$52.6K	﹤0.01%	1071
2025 Q3	$255K	Buy	22,353 +10,514	+89%	+$116K	﹤0.01%	1123
2025 Q2	$130K	Buy	+11,839	New	+$128K	﹤0.01%	797
2025 Q1	–	Sell	-10,838	Closed	-$122K	–	733
2024 Q4	$122K	Buy	+10,838	New	+$126K	﹤0.01%	628

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's NEA Position: Q2 2026 in Review

Summit Financial reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.1% in Q2 2026, selling an estimated $3.54K and leaving 28,073 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Summit Financial first reported a position in NEA in Q4 2024 and has held it in 6 quarters since. 296 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Summit Financial held 28,073 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $331K as of Q2 2026.
Summit Financial sold 308 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $3.54K.
Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1269 holding.
Summit Financial first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 6 quarters since.
296 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.