Melone Private Wealth, LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1905765
AUBURN HILLS, MI
Position in NEA
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$7,992,806
+$411,303 QoQ
Shares Held
711,737
+9.2% QoQ
Ownership
0.238%
of shares outstanding
% of Portfolio
15.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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, 2026Melone Private Wealth, LLC holds $44,439,025 across 9 Asset Management names. NEA ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NZF |
Nuveen Municipal Credit Income Fund
|
855,182 | $10,416,116 | |
| 2 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
711,737 | $7,992,806 | |
| 3 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
672,622 | $6,981,816 | |
| 4 | NMCO |
Nuveen Municipal Credit Opportunities Fund
|
643,997 | $6,813,488 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
402,537 | $4,629,175 | |
| 6 | MIY |
Blackrock Muniyield Michigan Quality Fund, Inc.
|
280,894 | $3,337,020 | |
| 7 | VGM |
Invesco Trust for Investment Grade Municipals
|
172,859 | $1,706,118 | |
| 8 | MHD |
Blackrock Muniholdings Fund, Inc.
|
117,683 | $1,327,464 |
All Filings in NEA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,992,806 | 711,737 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $7,581,503 | 651,892 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,908,304 | 430,931 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,768,393 | 345,091 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,568,955 | 229,371 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,453,377 | 217,498 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,560,778 | 213,933 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,387,691 | 208,350 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,256,685 | 203,856 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,225,410 | 202,310 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,924,703 | 198,833 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,152,368 | 196,923 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,175,961 | 195,680 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,183,858 | 192,072 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,011,551 | 189,769 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,184,407 | 185,907 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,242,984 | 170,699 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,542,668 | 98,889 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||