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Capital Investment Advisors’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Capital Investment Advisors’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 		$1.89M Sell
115,451
-1,120
-1% -$18K 0.02% 255
2026
Q1 		$1.72M Hold
116,571
– – 0.03% 260
2025
Q4 		$1.86M Sell
116,571
-8,500
-7% -$134K 0.03% 243
2025
Q3 		$1.97M Sell
125,071
-2,350
-2% -$36.6K 0.03% 237
2025
Q2 		$1.98M Sell
127,421
-5,450
-4% -$79.3K 0.04% 225
2025
Q1 		$1.94M Sell
132,871
-11,773
-8% -$182K 0.04% 217
2024
Q4 		$2.3M Sell
144,644
-6,630
-4% -$103K 0.05% 195
2024
Q3 		$2.33M Buy
151,274
+1,324
+0.9% +$19.7K 0.05% 193
2024
Q2 		$2.25M Buy
149,950
+6,407
+4% +$90.4K 0.05% 185
2024
Q1 		$2.02M Buy
143,543
+18,350
+15% +$250K 0.05% 192
2023
Q4 		$1.7M Buy
125,193
+26,733
+27% +$343K 0.04% 211
2023
Q3 		$1.22M Buy
98,460
+40,960
+71% +$524K 0.03% 234
2023
Q2 		$734K Buy
57,500
+35,250
+158% +$433K 0.02% 280
2023
Q1 		$274K Buy
+22,250
New +$282K 0.01% 455

Other funds holding JCE

Raymond James Financial
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Capital Investment Advisors's JCE Position: Q2 2026 in Review

Capital Investment Advisors reduced its Nuveen Core Equity Alpha Fund (JCE) stake by 0.96% in Q2 2026, selling an estimated $18K and leaving 115,451 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #255.

Capital Investment Advisors first reported a position in JCE in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.33M in Q3 2024. 50 funds tracked by Wall St. Rank hold JCE as of Q2 2026.

  • Capital Investment Advisors held 115,451 shares of Nuveen Core Equity Alpha Fund worth $1.89M as of Q2 2026.
  • Capital Investment Advisors sold 1,120 Nuveen Core Equity Alpha Fund shares in Q2 2026, an estimated $18K.
  • Nuveen Core Equity Alpha Fund made up 0.02% of Capital Investment Advisors's portfolio in Q2 2026, its #255 holding.
  • Capital Investment Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q1 2023 and has held it in 14 quarters since.
  • Capital Investment Advisors's Nuveen Core Equity Alpha Fund position peaked at $2.33M in Q3 2024.
  • 50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.