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

NewEdge 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
Q1 		$451K Buy
30,515
+862
+3% +$13.5K ﹤0.01% 2076
2025
Q4 		$473K Sell
29,653
-1,319
-4% -$20.8K ﹤0.01% 2004
2025
Q3 		$487K Buy
30,972
+790
+3% +$12.3K ﹤0.01% 1834
2025
Q2 		$468K Buy
30,182
+1,952
+7% +$28.4K ﹤0.01% 1736
2025
Q1 		$412K Buy
28,230
+1,069
+4% +$16.5K ﹤0.01% 1695
2024
Q4 		$432K Buy
27,161
+1,596
+6% +$24.7K ﹤0.01% 1648
2024
Q3 		$393K Buy
25,565
+4,022
+19% +$60K ﹤0.01% 1622
2024
Q2 		$323K Buy
21,543
+16,000
+289% +$226K ﹤0.01% 1675
2024
Q1 		$78K Hold
5,543
– – ﹤0.01% 2145
2023
Q4 		$75.1K Hold
5,543
– – ﹤0.01% 2070
2023
Q3 		$68.9K Sell
5,543
-13,400
-71% -$171K ﹤0.01% 1986
2023
Q2 		$242K Buy
18,943
+3,300
+21% +$40.5K ﹤0.01% 1557
2023
Q1 		$188K Buy
15,643
+7,762
+98% +$98.3K ﹤0.01% 1564
2022
Q4 		$107 Buy
+7,881
New +$108K ﹤0.01% 3363

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

NewEdge Advisors's JCE Position: Q1 2026 in Review

NewEdge Advisors increased its Nuveen Core Equity Alpha Fund (JCE) stake by 2.9% in Q1 2026, buying an estimated $13.5K and bringing the position to 30,515 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

NewEdge Advisors first reported a position in JCE in Q4 2022 and has held it in 14 quarters since. The position peaked at $487K in Q3 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q1 2026.

  • NewEdge Advisors held 30,515 shares of Nuveen Core Equity Alpha Fund worth $451K as of Q1 2026.
  • NewEdge Advisors bought 862 Nuveen Core Equity Alpha Fund shares in Q1 2026, an estimated $13.5K.
  • Nuveen Core Equity Alpha Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2076 holding.
  • NewEdge Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Nuveen Core Equity Alpha Fund position peaked at $487K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.