Williams Jones Wealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Williams Jones Wealth Management’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	–	Sell	-37,000	Closed	-$430K	–	527
2025 Q4	$430K	Sell	37,000 -12,093	-25%	-$139K	﹤0.01%	371
2025 Q3	$559K	Buy	+49,093	New	+$540K	0.01%	329
2024 Q2	–	Sell	-12,554	Closed	-$139K	–	543
2024 Q1	$139K	Buy	+12,554	New	+$138K	﹤0.01%	515

Other funds holding NEA

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return

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

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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Williams Jones Wealth Management's NEA Position: Q1 2026 in Review

Williams Jones Wealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2026, closing a stake of 37,000 shares — an estimated $430K sold.

Williams Jones Wealth Management first reported a position in NEA in Q1 2024 and held it in 3 quarters. The position peaked at $559K in Q3 2025. 301 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

Williams Jones Wealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
Williams Jones Wealth Management sold 37,000 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $430K.
Williams Jones Wealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2024 and held it in 3 quarters.
Williams Jones Wealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $559K in Q3 2025.
301 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.