VisionPoint Advisory Group
NEA icon

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
Q3 		$457K Buy
45,953
+813
+2% +$9.02K 0.07% 262
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

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Congress Park Capital
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
Melone Private Wealth
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
Eagle Bluffs Wealth Management
Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return
Cresta Advisors
Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

VisionPoint Advisory Group's NEA Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.8% in Q3 2026, buying an estimated $9.02K and bringing the position to 45,953 shares worth $457K. The position accounts for 0.07% of the portfolio, ranked #262.

VisionPoint Advisory Group first reported a position in NEA in Q3 2021 and has held it in 21 quarters since. The position peaked at $530K in Q2 2026. 79 funds tracked by Wall St. Rank hold NEA as of Q3 2026.

  • VisionPoint Advisory Group held 45,953 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $457K as of Q3 2026.
  • VisionPoint Advisory Group bought 813 Nuveen AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $9.02K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up 0.07% of VisionPoint Advisory Group's portfolio in Q3 2026, its #262 holding.
  • VisionPoint Advisory Group first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q3 2021 and has held it in 21 quarters since.
  • VisionPoint Advisory Group's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $530K in Q2 2026.
  • 79 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.