ALTFEST L J & CO INC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 712050
NEW YORK, NY
Position in NEA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$176,748
-$6,296 QoQ
Shares Held
15,739
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026ALTFEST L J & CO INC holds $382,495 across 2 Asset Management names. NEA ranks #2 (46.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEO |
Adams Natural Resources Fund, Inc.
|
7,401 | $205,747 | |
| 2 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
This page
|
15,739 | $176,748 |
All Filings in NEA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $176,748 | 15,739 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $183,044 | 15,739 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $196,898 | 17,287 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $188,774 | 17,287 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $187,566 | 16,747 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $188,635 | 16,723 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $398,409 | 33,284 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $381,045 | 33,250 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $367,811 | 33,226 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $365,266 | 33,206 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $321,250 | 33,187 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $362,559 | 33,171 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $368,683 | 33,155 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $376,847 | 33,144 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $351,040 | 33,117 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $388,878 | 33,096 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $434,631 | 33,077 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $487,021 | 32,062 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $503,279 | 32,056 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $474,966 | 32,049 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $483,879 | 32,045 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $459,396 | 32,036 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||