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

World Investment 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	–	Sell	-17,682	Closed	-$199K	–	1569
2026 Q1	$199K	Sell	17,682 -5,962	-25%	-$69.4K	﹤0.01%	1486
2025 Q4	$275K	Buy	23,644 +9,448	+67%	+$109K	﹤0.01%	1226
2025 Q3	$162K	Buy	14,196 +3,246	+30%	+$35.7K	﹤0.01%	1188
2025 Q2	$120K	Hold	10,950	–	–	﹤0.01%	1108
2025 Q1	$123K	Hold	10,950	–	–	﹤0.01%	1033
2024 Q4	$124K	Buy	+10,950	New	+$127K	﹤0.01%	983

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

World Investment Advisors's NEA Position: Q2 2026 in Review

World Investment Advisors sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q2 2026, closing a stake of 17,682 shares — an estimated $199K sold.

World Investment Advisors first reported a position in NEA in Q4 2024 and held it in 6 quarters. The position peaked at $275K in Q4 2025. 297 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

World Investment Advisors reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
World Investment Advisors sold 17,682 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $199K.
World Investment Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2024 and held it in 6 quarters.
World Investment Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $275K in Q4 2025.
297 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.