Steward Partners Investment Advisory’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Steward Partners Investment Advisory’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	$1.34M	Buy	90,778 +100	+0.1%	+$1.56K	0.01%	1013
2025 Q4	$1.45M	Sell	90,678 -49	-0.1%	-$772	0.01%	910
2025 Q3	$1.43M	Buy	90,727 +1,308	+1%	+$20.4K	0.01%	907
2025 Q2	$1.39M	Buy	89,419 +4,942	+6%	+$71.9K	0.01%	853
2025 Q1	$1.23M	Buy	84,477 +784	+0.9%	+$12.1K	0.01%	827
2024 Q4	$1.33M	Buy	83,693 +13,550	+19%	+$210K	0.01%	772
2024 Q3	$1.08M	Buy	70,143 +7,675	+12%	+$114K	0.01%	822
2024 Q2	$937K	Buy	62,468 +3,567	+6%	+$50.3K	0.01%	832
2024 Q1	$829K	Buy	58,901 +8,133	+16%	+$111K	0.01%	864
2023 Q4	$688K	Buy	50,768 +5,171	+11%	+$66.4K	0.01%	861
2023 Q3	$567K	Buy	45,597 +41,205	+938%	+$527K	0.01%	877
2023 Q2	$56K	Sell	4,392 -1,000	-19%	-$12.3K	﹤0.01%	1831
2023 Q1	$66.4K	Sell	5,392 -2,000	-27%	-$25.3K	﹤0.01%	1748
2022 Q4	$100K	Hold	7,392	–	–	﹤0.01%	1552
2022 Q3	$90K	Hold	7,392	–	–	﹤0.01%	1539
2022 Q2	$99K	Sell	7,392 -1,208	-14%	-$17.6K	﹤0.01%	1496
2022 Q1	$151K	Buy	8,600 +1,500	+21%	+$24.5K	﹤0.01%	1408
2021 Q4	$132K	Hold	7,100	–	–	﹤0.01%	1471
2021 Q3	$121K	Buy	7,100 +1,000	+16%	+$16.9K	﹤0.01%	1475
2021 Q2	$100K	Sell	6,100 -3,084	-34%	-$49.5K	﹤0.01%	2289
2021 Q1	$140K	Buy	9,184 +2,484	+37%	+$35.9K	﹤0.01%	1450
2020 Q4	$94K	Hold	6,700	–	–	﹤0.01%	1389
2020 Q3	$86K	Sell	6,700 -2,000	-23%	-$25.6K	﹤0.01%	1272
2020 Q2	$106K	Buy	8,700 +1,600	+23%	+$19.1K	﹤0.01%	1132
2020 Q1	$76K	Hold	7,100	–	–	﹤0.01%	1099
2019 Q4	$103K	Hold	7,100	–	–	﹤0.01%	1130
2019 Q3	$101K	Buy	7,100 +1,000	+16%	+$14.1K	﹤0.01%	1085
2019 Q2	$85K	Buy	+6,100	New	+$84.4K	﹤0.01%	1119
2018 Q4	–	Sell	-1,000	Closed	-$16K	–	1475
2018 Q3	$16K	Buy	+1,000	New	+$15.4K	﹤0.01%	1655

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 $184M AUM 27.05% 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

Steward Partners Investment Advisory's JCE Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Nuveen Core Equity Alpha Fund (JCE) stake by 0.11% in Q1 2026, buying an estimated $1.56K and bringing the position to 90,778 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #1013.

Steward Partners Investment Advisory first reported a position in JCE in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.45M in Q4 2025. 50 funds tracked by Wall St. Rank hold JCE as of Q1 2026.

Steward Partners Investment Advisory held 90,778 shares of Nuveen Core Equity Alpha Fund worth $1.34M as of Q1 2026.
Steward Partners Investment Advisory bought 100 Nuveen Core Equity Alpha Fund shares in Q1 2026, an estimated $1.56K.
Nuveen Core Equity Alpha Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1013 holding.
Steward Partners Investment Advisory first reported a position in Nuveen Core Equity Alpha Fund in Q3 2018 and has held it in 29 quarters since.
Steward Partners Investment Advisory's Nuveen Core Equity Alpha Fund position peaked at $1.45M in Q4 2025.
50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.