HI
HEQ

Harbour Investments’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Harbour Investments’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 		$11.9K Buy
+1,100
New +$12.2K ﹤0.01% 3169
2021
Q4 		– Sell
-1,100
Closed -$14K – 3080
2021
Q3 		$14K Hold
1,100
– – ﹤0.01% 2486
2021
Q2 		$15K Hold
1,100
– – ﹤0.01% 2504
2021
Q1 		$13K Buy
+1,100
New +$12.8K ﹤0.01% 2452

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Harbour Investments's HEQ Position: Q1 2026 in Review

Harbour Investments opened a new position in John Hancock Hedged Equity & Income Fund (HEQ) in Q1 2026: 1,100 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #3169 among its holdings. This is a return to the name: Harbour Investments previously reported a position in HEQ as recently as Q3 2021.

Harbour Investments first reported a position in HEQ in Q1 2021 and has held it in 4 quarters since. The position peaked at $15K in Q2 2021. 33 funds tracked by Wall St. Rank hold HEQ as of Q1 2026.

  • Harbour Investments held 1,100 shares of John Hancock Hedged Equity & Income Fund worth $11.9K as of Q1 2026.
  • John Hancock Hedged Equity & Income Fund was a new Harbour Investments position in Q1 2026.
  • John Hancock Hedged Equity & Income Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3169 holding.
  • Harbour Investments first reported a position in John Hancock Hedged Equity & Income Fund in Q1 2021 and has held it in 4 quarters since.
  • Harbour Investments's John Hancock Hedged Equity & Income Fund position peaked at $15K in Q2 2021.
  • 33 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.