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VisionPoint Advisory Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

VisionPoint Advisory Group’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
Q2 		$530K Buy
45,140
+18,088
+67% +$208K 0.09% 248
2026
Q1 		$304K Buy
27,052
+309
+1% +$3.6K 0.06% 333
2025
Q4 		$311K Buy
26,743
+4,664
+21% +$53.7K 0.06% 295
2025
Q3 		$251K Buy
22,079
+4,243
+24% +$46.7K 0.05% 335
2025
Q2 		$195K Buy
17,836
+5,704
+47% +$61.8K 0.04% 352
2025
Q1 		$136K Buy
12,132
+139
+1% +$1.58K 0.05% 203
2024
Q4 		$136K Sell
11,993
-6,467
-35% -$75.2K 0.05% 216
2024
Q3 		$221K Buy
18,460
+219
+1% +$2.54K 0.07% 163
2024
Q2 		$209K Buy
18,241
+4,617
+34% +$50.5K 0.07% 159
2024
Q1 		$151K Sell
13,624
-1,523
-10% -$16.7K 0.05% 184
2023
Q4 		$167K Buy
15,147
+76
+0.5% +$776 0.06% 164
2023
Q3 		$146K Sell
15,071
-2,941
-16% -$30.9K 0.06% 162
2023
Q2 		$197K Sell
18,012
-8,341
-32% -$91.2K 0.08% 132
2023
Q1 		$294K Buy
26,353
+2,795
+12% +$31.2K 0.13% 119
2022
Q4 		$270K Buy
23,558
+6,802
+41% +$74.2K 0.11% 111
2022
Q3 		$178K Hold
16,756
– – 0.09% 90
2022
Q2 		$212K Buy
16,756
+1,622
+11% +$19.8K 0.08% 94
2022
Q1 		$180K Buy
15,134
+48
+0.3% +$669 0.08% 86
2021
Q4 		$211K Buy
15,086
+43
+0.3% +$654 0.09% 95
2021
Q3 		$233K Buy
+15,043
New +$238K 0.1% 92

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VisionPoint Advisory Group's NEA Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 67% in Q2 2026, buying an estimated $208K and bringing the position to 45,140 shares worth $530K. The position accounts for 0.09% of the portfolio, ranked #248.

VisionPoint Advisory Group first reported a position in NEA in Q3 2021 and has held it in 20 quarters since. 295 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • VisionPoint Advisory Group held 45,140 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $530K as of Q2 2026.
  • VisionPoint Advisory Group bought 18,088 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $208K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.09% of VisionPoint Advisory Group's portfolio in Q2 2026, its #248 holding.
  • VisionPoint Advisory Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2021 and has held it in 20 quarters since.
  • 295 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.