Retirement Planning Group (New York)’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Retirement Planning Group (New York)’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	$4.18M	Sell	250,109 -4,969	-2%	-$79.8K	2.28%	13
2026 Q1	$3.86M	Sell	255,078 -13,037	-5%	-$204K	2.49%	14
2025 Q4	$4.27M	Sell	268,115 -2,584	-1%	-$40.7K	2.92%	11
2025 Q3	$4.35M	Sell	270,699 -9,111	-3%	-$142K	3.25%	6
2025 Q2	$4.43M	Sell	279,810 -6,887	-2%	-$100K	3.89%	6
2025 Q1	$4.18M	Sell	286,697 -5,195	-2%	-$80.3K	4.26%	5
2024 Q4	$4.64M	Buy	+291,892	New	+$4.52M	5.11%	3

Other funds holding JCE

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Retirement Planning Group (New York)'s JCE Position: Q2 2026 in Review

Retirement Planning Group (New York) reduced its Nuveen Core Equity Alpha Fund (JCE) stake by 1.9% in Q2 2026, selling an estimated $79.8K and leaving 250,109 shares worth $4.18M. The position accounts for 2.28% of the portfolio, ranked #13.

Retirement Planning Group (New York) first reported a position in JCE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.64M in Q4 2024. 50 funds tracked by Wall St. Rank hold JCE as of Q2 2026.

Retirement Planning Group (New York) held 250,109 shares of Nuveen Core Equity Alpha Fund worth $4.18M as of Q2 2026.
Retirement Planning Group (New York) sold 4,969 Nuveen Core Equity Alpha Fund shares in Q2 2026, an estimated $79.8K.
Nuveen Core Equity Alpha Fund made up 2.28% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #13 holding.
Retirement Planning Group (New York) first reported a position in Nuveen Core Equity Alpha Fund in Q4 2024 and has held it in 7 quarters since.
Retirement Planning Group (New York)'s Nuveen Core Equity Alpha Fund position peaked at $4.64M in Q4 2024.
50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.