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Worthington Financial Partners, LLC → NEA
Worthington Financial Partners, LLC NEA Position History
Nuveen AMT-Free Quality Municipal Income Fund • Financial Services
Quarters held
14
Latest value
$1M
Q3 2026
Peak value
$1.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $270K |
| Q4 2025 | $715K |
| Q4 2025 | $1.2M |
| Q1 2026 | $274K |
| Q1 2026 | $729K |
| Q1 2026 | $1.2M |
| Q2 2026 | $233K |
| Q2 2026 | $742K |
| Q2 2026 | $1K |
| Q2 2026 | $1.3M |
| Q3 2026 | $215K |
| Q3 2026 | $616K |
| Q3 2026 | $1K |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 96.3K | — | — |
| Q3 2026 | $1K | 143 | — | — |
| Q3 2026 | $616K | 68.7K | — | — |
| Q3 2026 | $215K | 24.7K | — | — |
| Q2 2026 | $1.3M | 97.7K | — | — |
| Q2 2026 | $1K | 141 | — | — |
| Q2 2026 | $742K | 70.2K | — | — |
| Q2 2026 | $233K | 24.7K | — | — |
| Q1 2026 | $1.2M | 97.8K | — | — |
| Q1 2026 | $729K | 70.3K | — | — |
| Q1 2026 | $274K | 29.0K | — | — |
| Q4 2025 | $1.2M | 97.2K | — | — |
| Q4 2025 | $715K | 70.2K | — | — |
| Q4 2025 | $270K | 29.0K | — | — |
Other funds holding NEA
$115.3M
$110.2M
$109.7M
$99.1M