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Sunbelt Securities’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Sunbelt Securities’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 		$186K Buy
16,529
+1,150
+7% +$13.4K 0.01% 658
2025
Q4 		$179K Buy
15,379
+310
+2% +$3.57K 0.01% 676
2025
Q3 		$172K Buy
15,069
+1,652
+12% +$18.2K 0.01% 692
2025
Q2 		$151K Sell
13,417
-146
-1% -$1.58K 0.01% 664
2025
Q1 		$152K Buy
13,563
+220
+2% +$2.51K 0.01% 631
2024
Q4 		$149K Buy
13,343
+208
+2% +$2.42K 0.01% 674
2024
Q3 		$157K Buy
13,135
+209
+2% +$2.43K 0.02% 656
2024
Q2 		$148K Buy
12,926
+152
+1% +$1.66K 0.02% 642
2024
Q1 		$141K Buy
12,774
+83
+0.7% +$911 0.02% 636
2023
Q4 		$140K Buy
12,691
+1,113
+10% +$11.4K 0.02% 579
2023
Q3 		$112K Buy
11,578
+1,978
+21% +$20.8K 0.02% 624
2023
Q2 		$105K Buy
9,600
+268
+3% +$2.93K 0.02% 636
2023
Q1 		$103K Buy
+9,332
New +$104K 0.02% 575
2020
Q1 		– Sell
-43,211
Closed -$621K – 552
2019
Q4 		$621K Sell
43,211
-4,844
-10% -$68.8K 0.07% 270
2019
Q3 		$688K Buy
48,055
+35,225
+275% +$499K 0.08% 236
2019
Q2 		$177K Sell
12,830
-124
-1% -$1.67K 0.08% 255
2019
Q1 		$173K Sell
12,954
-108
-0.8% -$1.4K 0.09% 224
2018
Q4 		$161K Sell
13,062
-3,244
-20% -$39.8K 0.09% 202
2018
Q3 		$206K Buy
16,306
+1,088
+7% +$14.1K 0.11% 207
2018
Q2 		$198K Buy
15,218
+194
+1% +$2.51K 0.12% 205
2018
Q1 		$195K Buy
+15,024
New +$198K 0.18% 173
2015
Q4 		– Sell
-10,392
Closed -$135K – 104
2015
Q3 		$135K Buy
10,392
+44
+0.4% +$568 0.18% 95
2015
Q2 		$132K Sell
10,348
-936
-8% -$12.6K 0.18% 103
2015
Q1 		$156K Sell
11,284
-830
-7% -$11.6K 0.23% 94
2014
Q4 		$167K Buy
+12,114
New +$166K 0.22% 96

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sunbelt Securities's NEA Position: Q1 2026 in Review

Sunbelt Securities increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 7.5% in Q1 2026, buying an estimated $13.4K and bringing the position to 16,529 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #658.

Sunbelt Securities first reported a position in NEA in Q4 2014 and has held it in 25 quarters since. The position peaked at $688K in Q3 2019. 301 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

  • Sunbelt Securities held 16,529 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $186K as of Q1 2026.
  • Sunbelt Securities bought 1,150 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $13.4K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #658 holding.
  • Sunbelt Securities first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2014 and has held it in 25 quarters since.
  • Sunbelt Securities's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $688K in Q3 2019.
  • 301 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.