Steward Partners Investment Advisory, LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1723397
STAMFORD, CT
Position in NEA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,620,780
-$5,652 QoQ
Shares Held
144,326
+3.2% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $273,989,351 across 295 Asset Management names. NEA ranks #47 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
22,180 | $21,330,727 | |
| 2 | GDV |
Gabelli Dividend & Income Trust
|
358,691 | $9,659,548 | |
| 3 | BX |
Blackstone Inc.
|
82,329 | $9,467,011 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
230,444 | $8,166,935 | |
| 5 | ARCC |
Ares Capital Corp
|
430,105 | $7,750,492 | |
| 6 | BST |
BlackRock Science & Technology Trust
|
207,702 | $7,549,967 | |
| 7 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
111,030 | $5,864,604 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
423,531 | $5,789,668 |
All Filings in NEA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,620,780 | 144,326 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,626,432 | 139,848 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,561,261 | 137,073 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,349,209 | 123,554 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,167,241 | 104,218 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,822,588 | 161,577 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,568,237 | 131,014 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $773,744 | 67,517 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $682,177 | 61,624 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $679,096 | 61,736 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $984,107 | 101,664 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,841,005 | 168,436 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,671,802 | 240,270 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,989,082 | 262,892 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,987,510 | 187,501 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,074,763 | 261,682 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,381,013 | 257,307 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,199,950 | 205,125 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,701,006 | 111,982 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,515,521 | 96,530 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,663,307 | 112,234 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,244,783 | 82,436 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $632,207 | 44,087 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $548,021 | 39,426 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $455,011 | 33,605 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||