Baird Financial Group
JCE icon

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
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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $155M AUM 18.02% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Baird Financial Group's JCE Position: Q1 2026 in Review

Baird Financial Group reduced its Nuveen Core Equity Alpha Fund (JCE) stake by 16% in Q1 2026, selling an estimated $1.4M and leaving 481,939 shares worth $7.12M. The position accounts for 0.01% of the portfolio, ranked #635.

Baird Financial Group first reported a position in JCE in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.11M in Q4 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q1 2026.

  • Baird Financial Group held 481,939 shares of Nuveen Core Equity Alpha Fund worth $7.12M as of Q1 2026.
  • Baird Financial Group sold 89,746 Nuveen Core Equity Alpha Fund shares in Q1 2026, an estimated $1.4M.
  • Nuveen Core Equity Alpha Fund made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #635 holding.
  • Baird Financial Group first reported a position in Nuveen Core Equity Alpha Fund in Q3 2024 and has held it in 7 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 Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.