Envestnet Asset Management
HEQ

Envestnet Asset Management’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Envestnet Asset Management’s Portfolio HEQ Stock Details HEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.49M Buy
137,468
+1,382
+1% +$15.3K ﹤0.01% 3215
2025
Q4 		$1.46M Sell
136,086
-1,963
-1% -$21.1K ﹤0.01% 3053
2025
Q3 		$1.47M Buy
138,049
+4,356
+3% +$46.3K ﹤0.01% 3098
2025
Q2 		$1.41M Buy
133,693
+3,171
+2% +$32.7K ﹤0.01% 3049
2025
Q1 		$1.36M Sell
130,522
-1,299
-1% -$13.6K ﹤0.01% 2989
2024
Q4 		$1.35M Buy
131,821
+18,392
+16% +$198K ﹤0.01% 2956
2024
Q3 		$1.24M Buy
113,429
+19,376
+21% +$206K ﹤0.01% 2981
2024
Q2 		$977K Buy
94,053
+15,520
+20% +$159K ﹤0.01% 3055
2024
Q1 		$824K Buy
78,533
+17,243
+28% +$176K ﹤0.01% 3158
2023
Q4 		$616K Sell
61,290
-17,299
-22% -$167K ﹤0.01% 3212
2023
Q3 		$752K Sell
78,589
-1,923
-2% -$20.1K ﹤0.01% 3023
2023
Q2 		$868K Buy
80,512
+11,326
+16% +$123K ﹤0.01% 2845
2023
Q1 		$805K Buy
69,186
+33,965
+96% +$399K ﹤0.01% 2827
2022
Q4 		$405K Buy
+35,221
New +$415K ﹤0.01% 3224
2020
Q2 		– Sell
-44,480
Closed -$452K – 3125
2020
Q1 		$452K Buy
44,480
+1,970
+5% +$26.7K ﹤0.01% 2307
2019
Q4 		$634K Buy
42,510
+4,809
+13% +$68.5K ﹤0.01% 2309
2019
Q3 		$522K Buy
37,701
+719
+2% +$9.99K ﹤0.01% 2344
2019
Q2 		$521K Buy
36,982
+5,450
+17% +$77.8K ﹤0.01% 2383
2019
Q1 		$464K Buy
+31,532
New +$453K ﹤0.01% 2393
2016
Q4 		– Sell
-2,779
Closed -$45K – 3189
2016
Q3 		$45K Sell
2,779
-103
-4% -$1.61K ﹤0.01% 2631
2016
Q2 		$43K Buy
+2,882
New +$43K ﹤0.01% 2780

Other funds holding HEQ

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Envestnet Asset Management's HEQ Position: Q1 2026 in Review

Envestnet Asset Management increased its John Hancock Hedged Equity & Income Fund (HEQ) stake by 1% in Q1 2026, buying an estimated $15.3K and bringing the position to 137,468 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #3215.

Envestnet Asset Management first reported a position in HEQ in Q2 2016 and has held it in 21 quarters since. 33 funds tracked by Wall St. Rank hold HEQ as of Q1 2026.

  • Envestnet Asset Management held 137,468 shares of John Hancock Hedged Equity & Income Fund worth $1.49M as of Q1 2026.
  • Envestnet Asset Management bought 1,382 John Hancock Hedged Equity & Income Fund shares in Q1 2026, an estimated $15.3K.
  • John Hancock Hedged Equity & Income Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3215 holding.
  • Envestnet Asset Management first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2016 and has held it in 21 quarters since.
  • 33 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.