TIM
NXN

Tortoise Investment Management’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Tortoise Investment Management’s Portfolio NXN Stock Details NXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20,968
Closed -$252K – 1044
2025
Q3 		$252K Sell
20,968
-12,813
-38% -$150K 0.02% 210
2025
Q2 		$393K Sell
33,781
-12,764
-27% -$147K 0.04% 162
2025
Q1 		$550K Sell
46,545
-12,373
-21% -$145K 0.06% 135
2024
Q4 		$669K Sell
58,918
-13,074
-18% -$155K 0.07% 134
2024
Q3 		$876K Sell
71,992
-4,541
-6% -$53.8K 0.09% 123
2024
Q2 		$895K Sell
76,533
-12,800
-14% -$149K 0.1% 118
2024
Q1 		$1.04M Sell
89,333
-7,885
-8% -$92.7K 0.13% 108
2023
Q4 		$1.14M Sell
97,218
-1,271
-1% -$14.4K 0.16% 98
2023
Q3 		$1.14M Sell
98,489
-46,744
-32% -$557K 0.17% 94
2023
Q2 		$1.73M Sell
145,233
-21,966
-13% -$263K 0.26% 79
2023
Q1 		$2.01M Sell
167,199
-7,720
-4% -$92.9K 0.32% 72
2022
Q4 		$2.03M Sell
174,919
-2,853
-2% -$32.7K 0.36% 66
2022
Q3 		$1.97M Buy
177,772
+5,197
+3% +$61.3K 0.38% 61
2022
Q2 		$2.01M Buy
172,575
+11,139
+7% +$132K 0.39% 63
2022
Q1 		$2M Buy
161,436
+7,120
+5% +$93.2K 0.37% 62
2021
Q4 		$2.1M Sell
154,316
-779
-0.5% -$10.7K 0.39% 51
2021
Q3 		$2.15M Sell
155,095
-8,722
-5% -$124K 0.43% 49
2021
Q2 		$2.33M Sell
163,817
-3,300
-2% -$46.6K 0.48% 46
2021
Q1 		$2.42M Sell
167,117
-22,616
-12% -$318K 0.53% 40
2020
Q4 		$2.69M Buy
189,733
+23,241
+14% +$309K 0.61% 36
2020
Q3 		$2.18M Hold
166,492
– – 0.53% 43
2020
Q2 		$2.14M Sell
166,492
-5,480
-3% -$70K 0.55% 45
2020
Q1 		$2.17M Sell
171,972
-4,373
-2% -$59.9K 0.63% 40
2019
Q4 		$2.5M Buy
176,345
+1,473
+0.8% +$20.5K 0.59% 41
2019
Q3 		$2.41M Sell
174,872
-9,115
-5% -$127K 0.62% 41
2019
Q2 		$2.48M Sell
183,987
-4,700
-2% -$63.7K 0.63% 41
2019
Q1 		$2.55M Sell
188,687
-129
-0.1% -$1.71K 0.67% 37
2018
Q4 		$2.43M Buy
188,816
+35,867
+23% +$454K 0.66% 40
2018
Q3 		$1.95M Buy
152,949
+25,344
+20% +$325K 0.51% 44
2018
Q2 		$1.66M Buy
127,605
+18,123
+17% +$232K 0.46% 42
2018
Q1 		$1.42M Buy
109,482
+35,408
+48% +$464K 0.39% 44
2017
Q4 		$1.01M Hold
74,074
– – 0.29% 54
2017
Q3 		$1.04M Sell
74,074
-2,551
-3% -$35.8K 0.32% 52
2017
Q2 		$1.08M Sell
76,625
-2,700
-3% -$37.4K 0.35% 48
2017
Q1 		$1.09M Sell
79,325
-1,875
-2% -$25.2K 0.36% 51
2016
Q4 		$1.07M Buy
81,200
+6,469
+9% +$88.1K 0.37% 51
2016
Q3 		$1.1M Sell
74,731
-750
-1% -$10.9K 0.37% 47
2016
Q2 		$1.1M Sell
75,481
-7,930
-10% -$114K 0.38% 42
2016
Q1 		$1.17M Sell
83,411
-3,100
-4% -$43.2K 0.42% 42
2015
Q4 		$1.19M Buy
86,511
+10,577
+14% +$141K 0.42% 40
2015
Q3 		$1.01M Buy
75,934
+42,549
+127% +$562K 0.38% 46
2015
Q2 		$443K Buy
33,385
+3,650
+12% +$49.5K 0.17% 79
2015
Q1 		$420K Sell
29,735
-1,400
-4% -$19.6K 0.16% 81
2014
Q4 		$425K Hold
31,135
– – 0.17% 75
2014
Q3 		$418K Buy
31,135
+6,525
+27% +$88K 0.18% 67
2014
Q2 		$333K Hold
24,610
– – 0.14% 76
2014
Q1 		$330K Hold
24,610
– – 0.15% 77
2013
Q4 		$329K Buy
24,610
+5,800
+31% +$74.9K 0.18% 73
2013
Q3 		$245K Buy
18,810
+11,300
+150% +$145K 0.15% 78
2013
Q2 		$101K Buy
+7,510
New +$107K 0.07% 101

Other funds holding NXN

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tortoise Investment Management's NXN Position: Q4 2025 in Review

Tortoise Investment Management sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q4 2025, closing a stake of 20,968 shares — an estimated $252K sold.

Tortoise Investment Management first reported a position in NXN in Q2 2013 and held it in 50 quarters. The position peaked at $2.69M in Q4 2020. 18 funds tracked by Wall St. Rank hold NXN as of Q4 2025.

  • Tortoise Investment Management reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 20,968 Nuveen New York Tax-Free Income Portfolio shares in Q4 2025, an estimated $252K.
  • Tortoise Investment Management first reported a position in Nuveen New York Tax-Free Income Portfolio in Q2 2013 and held it in 50 quarters.
  • Tortoise Investment Management's Nuveen New York Tax-Free Income Portfolio position peaked at $2.69M in Q4 2020.
  • 18 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.