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Equibles

Clean Yield Group

Position in NUW — Nuveen AMT-Free Municipal Value Fund

CIK 1525865 NORWICH, VT
Back to NUW Full portfolio

Position in NUW

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$92,434
+$321 QoQ
Shares Held
6,428
0.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#57
of 70 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NUW Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Clean Yield Group holds $12,187,116 across 11 Asset Management names. NUW ranks #5 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HASI
HA Sustainable Infrastructure Capital, Inc.
 167,397 $6,536,852
2 STT
State Street Corp
 30,276 $5,134,809
3 NEA
Nuveen AMT-Free Quality Municipal Income Fund
 10,971 $128,799
4 NXP
Nuveen Select Tax Free Income Portfolio
 6,653 $95,204
5 NUW
Nuveen AMT-Free Municipal Value Fund
This page 		6,428 $92,434
6 PFG
Principal Financial Group Inc
 484 $52,165
7 EXG
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
 5,231 $51,316
8 TROW
Price T Rowe Group Inc
 351 $39,905

All Filings in NUW

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $92,434 6,428
2026-03-31 $92,113 6,428
2025-12-31 $91,984 6,428
2025-09-30 $91,149 6,428
2025-06-30 $87,935 6,428
2025-03-31 $88,320 6,428
2024-12-31 $87,292 6,428
2024-09-30 $91,406 6,428
2024-06-30 $89,220 6,428
2024-03-31 $86,778 6,428
2023-12-31 $87,613 6,428
2023-09-30 $86,135 6,428
2023-06-30 $88,256 6,428
2023-03-31 $88,513 6,428
2022-12-31 $87,485 6,428
2022-09-30 $83,900 6,390
2022-06-30 $89,682 6,338
2022-03-31 $92,796 6,287
2021-12-31 $102,315 6,171
2021-09-30 $104,499 6,129
2021-06-30 $105,183 6,087
2020-12-31 $99,319 6,045
2020-09-30 $96,599 6,045
2020-06-30 $94,604 6,045
2020-03-31 $94,604 6,045