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TIM
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
–
1315
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
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30.48%
1-Year Est. Return
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$564B AUM
30.12%
1-Year Est. Return
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Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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