Rockefeller Capital Management
JCE icon

Rockefeller Capital Management’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Rockefeller Capital 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 		$138K Hold
9,363
– – ﹤0.01% 2689
2025
Q4 		$149K Buy
9,363
+759
+9% +$12K ﹤0.01% 2514
2025
Q3 		$135K Buy
+8,604
New +$134K ﹤0.01% 2424

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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

Rockefeller Capital Management's JCE Position: Q1 2026 in Review

Rockefeller Capital Management held its Nuveen Core Equity Alpha Fund (JCE) position steady in Q1 2026 at 9,363 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #2689.

Rockefeller Capital Management first reported a position in JCE in Q3 2025 and has held it in 3 quarters since. The position peaked at $149K in Q4 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q1 2026.

  • Rockefeller Capital Management held 9,363 shares of Nuveen Core Equity Alpha Fund worth $138K as of Q1 2026.
  • Rockefeller Capital Management left its Nuveen Core Equity Alpha Fund share count unchanged in Q1 2026.
  • Nuveen Core Equity Alpha Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2689 holding.
  • Rockefeller Capital Management first reported a position in Nuveen Core Equity Alpha Fund in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's Nuveen Core Equity Alpha Fund position peaked at $149K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.