NWF Advisory Services’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

NWF Advisory Services’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	$200K	Hold	18,400	–	–	0.02%	363
2025 Q4	$198K	Hold	18,400	–	–	0.02%	362
2025 Q3	$196K	Sell	18,400 -800	-4%	-$8.5K	0.02%	381
2025 Q2	$203K	Hold	19,200	–	–	0.02%	380
2025 Q1	$200K	Buy	+19,200	New	+$201K	0.03%	330
2024 Q4	–	Sell	-19,200	Closed	-$211K	–	342
2024 Q3	$211K	Hold	19,200	–	–	0.03%	300
2024 Q2	$199K	Hold	19,200	–	–	0.03%	283
2024 Q1	$201K	Sell	19,200 -1,400	-7%	-$14.3K	0.03%	283
2023 Q4	$207K	Hold	20,600	–	–	0.04%	252
2023 Q3	$197K	Hold	20,600	–	–	0.05%	240
2023 Q2	$222K	Hold	20,600	–	–	0.05%	225
2023 Q1	$222K	Buy	+20,600	New	+$242K	0.05%	224

Other funds holding HEQ

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NWF Advisory Services's HEQ Position: Q1 2026 in Review

NWF Advisory Services held its John Hancock Hedged Equity & Income Fund (HEQ) position steady in Q1 2026 at 18,400 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #363.

NWF Advisory Services first reported a position in HEQ in Q1 2023 and has held it in 12 quarters since. The position peaked at $222K in Q2 2023. 33 funds tracked by Wall St. Rank hold HEQ as of Q1 2026.

NWF Advisory Services held 18,400 shares of John Hancock Hedged Equity & Income Fund worth $200K as of Q1 2026.
NWF Advisory Services left its John Hancock Hedged Equity & Income Fund share count unchanged in Q1 2026.
John Hancock Hedged Equity & Income Fund made up 0.02% of NWF Advisory Services's portfolio in Q1 2026, its #363 holding.
NWF Advisory Services first reported a position in John Hancock Hedged Equity & Income Fund in Q1 2023 and has held it in 12 quarters since.
NWF Advisory Services's John Hancock Hedged Equity & Income Fund position peaked at $222K in Q2 2023.
33 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.