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

Summit Trail 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 		$1.13M Buy
96,217
+9,433
+11% +$108K 0.01% 933
2026
Q1 		$975K Buy
+86,784
New +$1.01M 0.01% 938
2025
Q4 		– Sell
-11,993
Closed -$137K – 1351
2025
Q3 		$137K Buy
11,993
+214
+2% +$2.35K ﹤0.01% 1314
2025
Q2 		$129K Buy
+11,779
New +$128K ﹤0.01% 1081
2024
Q4 		– Sell
-10,683
Closed -$129K – 632
2024
Q3 		$129K Buy
+10,683
New +$124K ﹤0.01% 693
2024
Q2 		– Sell
-16,532
Closed -$184K – 649
2024
Q1 		$184K Sell
16,532
-1,778
-10% -$19.5K ﹤0.01% 567
2023
Q4 		$201K Sell
18,310
-19,438
-51% -$198K 0.01% 508
2023
Q3 		$367K Sell
37,748
-2,370
-6% -$24.9K 0.01% 334
2023
Q2 		$440K Buy
40,118
+2,000
+5% +$21.9K 0.02% 291
2023
Q1 		$425K Buy
38,118
+659
+2% +$7.36K 0.02% 242
2022
Q4 		$426K Sell
37,459
-12,805
-25% -$140K 0.02% 210
2022
Q3 		$535K Buy
50,264
+6,393
+15% +$76.8K 0.03% 168
2022
Q2 		$516K Buy
43,871
+24,643
+128% +$300K 0.03% 177
2022
Q1 		$254K Sell
19,228
-4,448
-19% -$62K 0.02% 272
2021
Q4 		$369K Sell
23,676
-68,135
-74% -$1.04M 0.02% 199
2021
Q3 		$1.4M Sell
91,811
-42,655
-32% -$674K 0.11% 96
2021
Q2 		$2.12M Sell
134,466
-146
-0.1% -$2.22K 0.19% 65
2021
Q1 		$2M Buy
134,612
+23,070
+21% +$342K 0.22% 58
2020
Q4 		$1.68M Buy
111,542
+27,060
+32% +$394K 0.21% 51
2020
Q3 		$1.24M Sell
84,482
-3,705
-4% -$53.2K 0.24% 49
2020
Q2 		$1.23M Buy
+88,187
New +$1.19M 0.23% 43

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
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

Summit Trail Advisors's NEA Position: Q2 2026 in Review

Summit Trail Advisors increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 11% in Q2 2026, buying an estimated $108K and bringing the position to 96,217 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #933.

Summit Trail Advisors first reported a position in NEA in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.12M in Q2 2021. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Summit Trail Advisors held 96,217 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $1.13M as of Q2 2026.
  • Summit Trail Advisors bought 9,433 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $108K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #933 holding.
  • Summit Trail Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q2 2020 and has held it in 21 quarters since.
  • Summit Trail Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $2.12M in Q2 2021.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.