Tortoise Investment Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Tortoise Investment Management’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
2025 Q2	–	Sell	-2,250	Closed	-$25.2K	–	1314
2025 Q1	$25.2K	Sell	2,250 -88,815	-98%	-$1.01M	﹤0.01%	461
2024 Q4	$1.03M	Sell	91,065 -68,013	-43%	-$791K	0.11%	116
2024 Q3	$1.9M	Sell	159,078 -98,566	-38%	-$1.15M	0.2%	84
2024 Q2	$2.95M	Sell	257,644 -24,094	-9%	-$264K	0.34%	72
2024 Q1	$3.12M	Sell	281,738 -50,311	-15%	-$552K	0.38%	66
2023 Q4	$3.65M	Sell	332,049 -12,731	-4%	-$130K	0.5%	55
2023 Q3	$3.34M	Sell	344,780 -28,052	-8%	-$295K	0.5%	52
2023 Q2	$4.08M	Sell	372,832 -218,274	-37%	-$2.39M	0.61%	46
2023 Q1	$6.57M	Buy	+591,106	New	+$6.6M	1.05%	26

Other funds holding NEA

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Tortoise Investment Management's NEA Position: Q2 2025 in Review

Tortoise Investment Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2025, closing a stake of 2,250 shares — an estimated $25.2K sold.

Tortoise Investment Management first reported a position in NEA in Q1 2023 and held it in 9 quarters. The position peaked at $6.57M in Q1 2023. 302 funds tracked by Wall St. Rank hold NEA as of Q2 2025.

Tortoise Investment Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
Tortoise Investment Management sold 2,250 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $25.2K.
Tortoise Investment Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2023 and held it in 9 quarters.
Tortoise Investment Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $6.57M in Q1 2023.
302 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on Tortoise Investment Management's 13F filing for Q2 2025, filed 8 Aug 2025.