Baird Financial Group’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Baird Financial Group’s Portfolio JCE Stock Details JCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.7M	Buy	531,973 +50,034	+10%	+$803K	0.01%	643
2026 Q1	$7.12M	Sell	481,939 -89,746	-16%	-$1.4M	0.01%	635
2025 Q4	$9.11M	Buy	571,685 +29,820	+6%	+$470K	0.01%	566
2025 Q3	$8.52M	Buy	541,865 +25,231	+5%	+$393K	0.01%	589
2025 Q2	$8.01M	Sell	516,634 -7,937	-2%	-$115K	0.01%	570
2025 Q1	$7.65M	Sell	524,571 -4,203	-0.8%	-$65K	0.01%	562
2024 Q4	$8.41M	Buy	528,774 +17,785	+3%	+$275K	0.02%	552
2024 Q3	$7.85M	Buy	+510,989	New	+$7.62M	0.02%	576

Other funds holding JCE

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RPGNY

Retirement Planning Group (New York) Malta, New York $184M AUM 27.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Baird Financial Group's JCE Position: Q2 2026 in Review

Baird Financial Group increased its Nuveen Core Equity Alpha Fund (JCE) stake by 10% in Q2 2026, buying an estimated $803K and bringing the position to 531,973 shares worth $8.7M. The position accounts for 0.01% of the portfolio, ranked #643.

Baird Financial Group first reported a position in JCE in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.11M in Q4 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q2 2026.

Baird Financial Group held 531,973 shares of Nuveen Core Equity Alpha Fund worth $8.7M as of Q2 2026.
Baird Financial Group bought 50,034 Nuveen Core Equity Alpha Fund shares in Q2 2026, an estimated $803K.
Nuveen Core Equity Alpha Fund made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #643 holding.
Baird Financial Group first reported a position in Nuveen Core Equity Alpha Fund in Q3 2024 and has held it in 8 quarters since.
Baird Financial Group's Nuveen Core Equity Alpha Fund position peaked at $9.11M in Q4 2025.
50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.