CAPITAL & PLANNING, LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 2053750
JONESBORO, GA
Position in NEA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,488,480
+$1,162,840 QoQ
Shares Held
132,545
+373.4% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026CAPITAL & PLANNING, LLC holds $1,685,821 across 6 Asset Management names. NEA ranks #1 (88.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
132,545 | $1,488,480 | |
| 2 | NZF |
Nuveen Municipal Credit Income Fund
|
9,783 | $119,156 | |
| 3 | PFG |
Principal Financial Group Inc
|
424 | $38,206 | |
| 4 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
2,936 | $36,200 | |
| 5 | BX |
Blackstone Inc.
|
20 | $2,299 | |
| 6 | KKR |
KKR & Co. Inc.
|
16 | $1,480 |
All Filings in NEA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,488,480 | 132,545 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $325,640 | 28,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,437,930 | 126,245 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,367,293 | 125,210 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,347,752 | 120,335 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,263,472 | 112,010 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||