Verus Capital Partners’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Verus Capital Partners’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	$163K	Buy	14,500 +2,000	+16%	+$23.3K	0.01%	447
2025 Q4	$145K	Sell	12,500 -2,500	-17%	-$28.8K	0.01%	437
2025 Q3	$171K	Hold	15,000	–	–	0.01%	401
2025 Q2	$164K	Sell	15,000 -9,000	-38%	-$97.5K	0.01%	358
2025 Q1	$269K	Buy	24,000 +5,000	+26%	+$56.9K	0.03%	296
2024 Q4	$214K	Buy	+19,000	New	+$221K	0.02%	334
2020 Q1	$24K	Sell	1,803 -147	-8%	-$2.09K	0.01%	746
2019 Q4	$28K	Buy	+1,950	New	+$27.7K	0.01%	771

Other funds holding NEA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Verus Capital Partners's NEA Position: Q1 2026 in Review

Verus Capital Partners increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 16% in Q1 2026, buying an estimated $23.3K and bringing the position to 14,500 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #447.

Verus Capital Partners first reported a position in NEA in Q4 2019 and has held it in 8 quarters since. The position peaked at $269K in Q1 2025. 300 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

Verus Capital Partners held 14,500 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $163K as of Q1 2026.
Verus Capital Partners bought 2,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $23.3K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.01% of Verus Capital Partners's portfolio in Q1 2026, its #447 holding.
Verus Capital Partners first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2019 and has held it in 8 quarters since.
Verus Capital Partners's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $269K in Q1 2025.
300 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.