Whipplewood Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Whipplewood Advisors’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	$867K	Sell	73,837 -444	-0.6%	-$5.1K	0.58%	49
2026 Q1	$834K	Sell	74,281 -612	-0.8%	-$7.12K	0.43%	62
2025 Q4	$871K	Sell	74,893 -302	-0.4%	-$3.48K	0.56%	58
2025 Q3	$856K	Buy	75,195 +3,550	+5%	+$39K	0.56%	58
2025 Q2	$782K	Buy	71,645 +29,245	+69%	+$317K	0.43%	63
2025 Q1	$776K	Sell	42,400 -27,843	-40%	-$317K	0.46%	57
2024 Q4	$792K	Buy	+70,243	New	+$817K	0.45%	59

Other funds holding NEA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Whipplewood Advisors's NEA Position: Q2 2026 in Review

Whipplewood Advisors reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 0.6% in Q2 2026, selling an estimated $5.1K and leaving 73,837 shares worth $867K. The position accounts for 0.58% of the portfolio, ranked #49.

Whipplewood Advisors first reported a position in NEA in Q4 2024 and has held it in 7 quarters since. The position peaked at $871K in Q4 2025. 294 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

Whipplewood Advisors held 73,837 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $867K as of Q2 2026.
Whipplewood Advisors sold 444 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $5.1K.
Nuveen AMT-Free Quality Municipal Income Fund made up 0.58% of Whipplewood Advisors's portfolio in Q2 2026, its #49 holding.
Whipplewood Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $871K in Q4 2025.
294 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.