Chung Wu Investment Group, LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 2054278
SUGAR LAND, TX
Position in NEA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$67,380
-$2,400 QoQ
Shares Held
6,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Common Shares in NEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Chung Wu Investment Group, LLC holds $4,054,451 across 18 Asset Management names. NEA ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
157,310 | $3,218,562 | |
| 2 | HTGC |
Hercules Capital, Inc.
|
12,978 | $191,685 | |
| 3 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
10,000 | $105,100 | |
| 4 | DXYZ |
Destiny Tech100 Inc.
|
3,000 | $80,340 | |
| 5 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
7,000 | $76,860 | |
| 6 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
6,000 | $73,980 | |
| 7 | NAD |
Nuveen Quality Municipal Income Fund
|
6,000 | $69,000 | |
| 8 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
6,000 | $67,380 |
All Filings in NEA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,380 | 6,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $69,780 | 6,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $68,340 | 6,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $65,520 | 6,000 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||