NewEdge Advisors, LLC

Position in JCE — Nuveen Core Equity Alpha Fund

CIK 1633516 NEW ORLEANS, LA

Position in JCE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$329,081

-$121,930 QoQ

Shares Held

20,115

-34.1% QoQ

Ownership

0.118%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#28

of 50 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NewEdge Advisors, LLC holds $346,700,436 across 298 Asset Management names. JCE ranks #166 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	73,695	$70,862,164
2	BX	Blackstone Inc.	93,282	$10,976,492
3	PSUS	Pershing Square USA, Ltd.	254,260	$9,504,238
4	PDI	PIMCO Dynamic Income Fund	431,148	$7,200,171
5	UTG	Reaves Utility Income Fund	172,636	$7,029,737
6	NAD	Nuveen Quality Municipal Income Fund	486,357	$5,894,646
7	IVZ	Invesco Ltd.	222,541	$5,872,856
8	KKR	KKR & Co. Inc.	62,393	$5,726,429

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$329,081	20,115	-34.1%	Shares	Sole	2026-08-12
2026-03-31	$451,011	30,515	+2.9%	Shares	Sole	2026-06-03
2025-12-31	$472,668	29,653	-4.3%	Shares	Sole	2026-02-18
2025-09-30	$487,189	30,972	+2.6%	Shares	Sole	2025-11-17
2025-06-30	$467,821	30,182	+6.9%	Shares	Sole	2025-08-14
2025-03-31	$411,875	28,230	+3.9%	Shares	Sole	2025-05-15
2024-12-31	$431,859	27,161	+6.2%	Shares	Sole	2025-02-13
2024-09-30	$392,934	25,565	+18.7%	Shares	Sole	2024-11-14
2024-06-30	$323,145	21,543	+288.7%	Shares	Sole	2024-08-16
2024-03-31	$77,990	5,543	0.0%	Shares	Sole	2024-05-14
2023-12-31	$75,107	5,543	0.0%	Shares	Sole	2024-02-13
2023-09-30	$68,899	5,543	-70.7%	Shares	Sole	2023-11-14
2023-06-30	$241,712	18,943	+21.1%	Shares	Sole	2023-08-14
2023-03-31	$192,721	15,643	+98.5%	Shares	Sole	2023-05-12
2022-12-31	$106,708	7,881	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.