Thrivent Financial for Lutherans
JCE icon

Thrivent Financial for Lutherans’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Thrivent Financial for Lutherans’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 		$1.26M Buy
85,856
+12,600
+17% +$197K ﹤0.01% 1750
2025
Q4 		$1.18M Sell
73,256
-2,178
-3% -$34.3K ﹤0.01% 1831
2025
Q3 		$1.19M Buy
+75,434
New +$1.17M ﹤0.01% 1679
2025
Q2 		– Sell
-105,393
Closed -$1.64M – 2516
2025
Q1 		$1.64M Hold
105,393
– – ﹤0.01% 1397
2024
Q4 		$1.64M Sell
105,393
-2,152
-2% -$33.3K ﹤0.01% 1584
2024
Q3 		$1.69M Buy
107,545
+27,780
+35% +$414K ﹤0.01% 1562
2024
Q2 		$1.2M Sell
79,765
-2,161
-3% -$30.5K ﹤0.01% 1769
2024
Q1 		$1.15M Sell
81,926
-18,186
-18% -$247K ﹤0.01% 1818
2023
Q4 		$1.36M Buy
100,112
+4,754
+5% +$61.1K ﹤0.01% 1647
2023
Q3 		$1.17M Buy
95,358
+7,680
+9% +$98.2K ﹤0.01% 1642
2023
Q2 		$1.1M Sell
87,678
-9,056
-9% -$111K ﹤0.01% 1747
2023
Q1 		$1.17M Sell
96,734
-25,935
-21% -$329K ﹤0.01% 1687
2022
Q4 		$1.65M Sell
122,669
-29,384
-19% -$401K ﹤0.01% 1380
2022
Q3 		$1.84M Sell
152,053
-13,647
-8% -$196K 0.01% 1262
2022
Q2 		$2.21M Sell
165,700
-14,820
-8% -$216K 0.01% 1177
2022
Q1 		$3.17M Buy
+180,520
New +$2.95M 0.01% 1067
2021
Q4 		– Hold
0
– – – 1128
2021
Q3 		– Hold
0
– – – 1060
2021
Q2 		– Hold
0
– – – 1161
2021
Q1 		– Hold
0
– – – 1210
2020
Q4 		– Hold
0
– – – 983
2020
Q3 		– Hold
0
– – – 897

Other funds holding JCE

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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

Thrivent Financial for Lutherans's JCE Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its Nuveen Core Equity Alpha Fund (JCE) stake by 17% in Q1 2026, buying an estimated $197K and bringing the position to 85,856 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

Thrivent Financial for Lutherans first reported a position in JCE in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.17M in Q1 2022. 50 funds tracked by Wall St. Rank hold JCE as of Q1 2026.

  • Thrivent Financial for Lutherans held 85,856 shares of Nuveen Core Equity Alpha Fund worth $1.26M as of Q1 2026.
  • Thrivent Financial for Lutherans bought 12,600 Nuveen Core Equity Alpha Fund shares in Q1 2026, an estimated $197K.
  • Nuveen Core Equity Alpha Fund made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #1750 holding.
  • Thrivent Financial for Lutherans first reported a position in Nuveen Core Equity Alpha Fund in Q1 2022 and has held it in 16 quarters since.
  • Thrivent Financial for Lutherans's Nuveen Core Equity Alpha Fund position peaked at $3.17M in Q1 2022.
  • 50 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.