Northwestern Mutual Wealth Management’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Northwestern Mutual Wealth Management’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	$4.52K	Buy	306 +159	+108%	+$2.48K	﹤0.01%	3351
2025 Q4	$2.34K	Buy	+147	New	+$2.32K	﹤0.01%	3439
2019 Q1	–	Sell	-2,800	Closed	-$34K	–	2614
2018 Q4	$34K	Buy	+2,800	New	+$37.8K	﹤0.01%	1399
2015 Q4	–	Sell	-6,872	Closed	-$95K	–	1721
2015 Q3	$95K	Buy	6,872 +922	+15%	+$14.3K	﹤0.01%	595
2015 Q2	$94K	Hold	5,950	–	–	﹤0.01%	564
2015 Q1	$102K	Buy	5,950 +102	+2%	+$1.77K	﹤0.01%	538
2014 Q4	$102K	Buy	+5,848	New	+$102K	﹤0.01%	519

Other funds holding JCE

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management's JCE Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Nuveen Core Equity Alpha Fund (JCE) stake by 108% in Q1 2026, buying an estimated $2.48K and bringing the position to 306 shares worth $4.52K. The position accounts for ﹤0.01% of the portfolio, ranked #3351.

Northwestern Mutual Wealth Management first reported a position in JCE in Q4 2014 and has held it in 7 quarters since. The position peaked at $102K in Q1 2015. 50 funds tracked by Wall St. Rank hold JCE as of Q1 2026.

Northwestern Mutual Wealth Management held 306 shares of Nuveen Core Equity Alpha Fund worth $4.52K as of Q1 2026.
Northwestern Mutual Wealth Management bought 159 Nuveen Core Equity Alpha Fund shares in Q1 2026, an estimated $2.48K.
Nuveen Core Equity Alpha Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3351 holding.
Northwestern Mutual Wealth Management first reported a position in Nuveen Core Equity Alpha Fund in Q4 2014 and has held it in 7 quarters since.
Northwestern Mutual Wealth Management's Nuveen Core Equity Alpha Fund position peaked at $102K in Q1 2015.
50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.