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Wealth Advisors of Tampa Bay’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Wealth Advisors of Tampa Bay’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
-1,825
Closed -$20.4K – 129
2025
Q1 		$20.4K Buy
+1,825
New +$20.8K 0.01% 149
2023
Q4 		– Sell
-37,928
Closed -$367K – 96
2023
Q3 		$367K Buy
37,928
+18,964
+100% +$199K 0.1% 75
2023
Q2 		$207K Hold
18,964
– – 0.11% 72
2023
Q1 		$211K Hold
18,964
– – 0.12% 72
2022
Q4 		$216K Sell
18,964
-1,339
-7% -$14.6K 0.13% 69
2022
Q3 		$215K Sell
20,303
-17,303
-46% -$208K 0.15% 71
2022
Q2 		$442K Sell
37,606
-185,744
-83% -$2.26M 0.14% 73
2022
Q1 		$2.94M Sell
223,350
-133,110
-37% -$1.86M 0.79% 47
2021
Q4 		$5.56M Buy
356,460
+172,091
+93% +$2.62M 1.36% 32
2021
Q3 		$2.8M Buy
184,369
+1,575
+0.9% +$24.9K 1.55% 28
2021
Q2 		$2.87M Buy
182,794
+2,824
+2% +$43K 1.6% 26
2021
Q1 		$2.67M Buy
179,970
+30,879
+21% +$457K 1.58% 28
2020
Q4 		$2.25M Sell
149,091
-252
-0.2% -$3.67K 1.57% 31
2020
Q3 		$2.14M Buy
149,343
+16,550
+12% +$237K 1.59% 27
2020
Q2 		$1.85M Buy
132,793
+77,505
+140% +$1.05M 1.54% 31
2020
Q1 		$749K Sell
55,288
-1,840
-3% -$26.2K 0.84% 42
2019
Q4 		$822K Hold
57,128
– – 0.76% 42
2019
Q3 		$818K Hold
57,128
– – 0.68% 49
2019
Q2 		$789K Hold
57,128
– – 0.57% 53
2019
Q1 		$763K Hold
57,128
– – 0.55% 51
2018
Q4 		$704K Hold
57,128
– – 0.57% 47
2018
Q3 		$722K Sell
57,128
-3,648
-6% -$47.2K 0.51% 47
2018
Q2 		$793K Hold
60,776
– – 0.61% 44
2018
Q1 		$790K Hold
60,776
– – 0.57% 46
2017
Q4 		$838K Buy
+60,776
New +$834K 0.57% 47

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Advisors of Tampa Bay's NEA Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2025, closing a stake of 1,825 shares — an estimated $20.4K sold.

Wealth Advisors of Tampa Bay first reported a position in NEA in Q4 2017 and held it in 25 quarters. The position peaked at $5.56M in Q4 2021. 302 funds tracked by Wall St. Rank hold NEA as of Q2 2025.

  • Wealth Advisors of Tampa Bay reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 1,825 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $20.4K.
  • Wealth Advisors of Tampa Bay first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2017 and held it in 25 quarters.
  • Wealth Advisors of Tampa Bay's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $5.56M in Q4 2021.
  • 302 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.