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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
Q2 		$329K Sell
20,115
-10,400
-34% -$167K ﹤0.01% 2422
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

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

NewEdge Advisors's JCE Position: Q2 2026 in Review

NewEdge Advisors reduced its Nuveen Core Equity Alpha Fund (JCE) stake by 34% in Q2 2026, selling an estimated $167K and leaving 20,115 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #2422.

NewEdge Advisors first reported a position in JCE in Q4 2022 and has held it in 15 quarters since. The position peaked at $487K in Q3 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q2 2026.

  • NewEdge Advisors held 20,115 shares of Nuveen Core Equity Alpha Fund worth $329K as of Q2 2026.
  • NewEdge Advisors sold 10,400 Nuveen Core Equity Alpha Fund shares in Q2 2026, an estimated $167K.
  • Nuveen Core Equity Alpha Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2422 holding.
  • NewEdge Advisors first reported a position in Nuveen Core Equity Alpha Fund in Q4 2022 and has held it in 15 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 Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.