JCE β€” NUVEEN CORE EQTY ALPHA

Ownership history in Baird Financial Group, Inc.  Β·  6 quarters on record

AI Ownership Summary

Baird Financial Group, Inc. reported NUVEEN CORE EQTY ALPHA (JCE) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.02% in 2024 Q4. The latest visible filing shows JCE at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JCE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baird Financial Group, Inc.'s position in NUVEEN CORE EQTY ALPHA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JCE was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Baird Financial Group, Inc. held JCE β€” position size vs. price
% of Fund (quarterly)    JCE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 571,685 +29,820 +5.5% 0.01% $9.1M 2026-02-14 (Est.) $15.36
2025 Q3 ADDED 541,865 +25,231 +4.9% 0.01% $8.5M 2025-11-13 $15.10
2025 Q2 REDUCED 516,634 -7,937 -1.5% 0.01% $8.0M 2025-08-13 $14.70
2025 Q1 REDUCED 524,571 -4,203 -0.8% 0.01% $7.7M 2025-05-15 $13.91
2024 Q4 ADDED 528,774 +17,785 +3.5% 0.02% $8.4M 2025-02-14 $14.51
2024 Q3 INITIATED 510,989 β€” β€” 0.02% $7.9M 2024-11-14 $13.68

FAQ About Baird Financial Group, Inc. and JCE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baird Financial Group, Inc. reported owning JCE?

Baird Financial Group, Inc. reported JCE across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported JCE position in Baird Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for JCE was 0.02% in 2024 Q4.

What is the latest reported JCE position on this page?

The most recent filing on this page is 2025 Q4, when Baird Financial Group, Inc. reported 571,685 shares, equal to 0.01% of portfolio, with an estimated market value of $9.1M.

What does the chart on this JCE ownership page compare?

The chart compares Baird Financial Group, Inc.'s quarterly JCE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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