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Dmitry Balyasny’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Dmitry Balyasny’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
2025
Q4 		– Sell
-11,122
Closed -$175K – 3319
2025
Q3 		$175K Buy
+11,122
New +$173K ﹤0.01% 2745

Other funds holding JCE

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Dmitry Balyasny's JCE Position: Q4 2025 in Review

Dmitry Balyasny sold out of Nuveen Core Equity Alpha Fund (JCE) in Q4 2025, closing a stake of 11,122 shares — an estimated $175K sold.

Dmitry Balyasny first reported a position in JCE in Q3 2025 and held it in 1 quarter. The position peaked at $175K in Q3 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q4 2025.

  • Dmitry Balyasny reported no remaining Nuveen Core Equity Alpha Fund position as of Q4 2025 after selling out during the quarter.
  • Dmitry Balyasny sold 11,122 Nuveen Core Equity Alpha Fund shares in Q4 2025, an estimated $175K.
  • Dmitry Balyasny first reported a position in Nuveen Core Equity Alpha Fund in Q3 2025 and held it in 1 quarter.
  • Dmitry Balyasny's Nuveen Core Equity Alpha Fund position peaked at $175K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q4 2025.

Based on Balyasny Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.