Nuveen Core Equity Alpha Fund
JCE- Exchange
- NYSE
- SEC CIK
- 0001385763
No open-market purchases or sales by Nuveen Core Equity Alpha Fund insiders were filed in the last 90 days; 50 institutions reported holding it in 13F filings for Q2 2026, worth $79.4M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Nuveen Core Equity Alpha Fund as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 34
- −3 vs. Q2 2021
- Shares held
- 2.48M
- −830.3K (−25.1%) vs. Q2 2021
- Total value
- $45.8M
- −$11.7M (−20.4%) vs. Q2 2021
- New holders
- 3
- 15 more added
- Sold out
- 6
- 7 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JCE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 50 | $79.4M |
| Q1 2026 | 50 | $70.2M |
| Q4 2025 | 50 | $70.4M |
| Q3 2025 | 49 | $66.9M |
| Q2 2025 | 45 | $62.0M |
| Q1 2025 | 44 | $55.9M |
| Q4 2024 | 42 | $57.1M |
| Q3 2024 | 48 | $47.5M |
| Q2 2024 | 46 | $43.1M |
| Q1 2024 | 48 | $45.0M |
| Q4 2023 | 46 | $44.4M |
| Q3 2023 | 44 | $40.6M |
| Q2 2023 | 47 | $40.0M |
| Q1 2023 | 44 | $33.0M |
| Q4 2022 | 38 | $33.8M |
| Q3 2022 | 40 | $28.9M |
| Q2 2022 | 41 | $37.0M |
| Q1 2022 | 37 | $36.8M |
| Q4 2021 | 39 | $46.7M |
| Q3 2021 | 34 | $45.8M |
| Q2 2021 | 37 | $57.5M |
| Q1 2021 | 39 | $64.6M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Nuveen Core Equity Alpha Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 558,580 | $9.55M | 0.15% | −193,284−25.7% | Reduced |
| Raymond James & Associates | 320,808 | $5.49M | 0.00% | +12,263+4.0% | Added |
| Guggenheim Capital LLC | 305,086 | $5.22M | 0.03% | +7,211+2.4% | Added |
| Cohen & Steers, Inc. | 256,582 | $4.39M | 0.01% | −121,762−32.2% | Reduced |
| Thrivent Financial for Lutherans | – | $3.34M | 0.01% | – | – |
| Wells Fargo & Company | 183,521 | $3.14M | 0.00% | +16,304+9.8% | Added |
| Invesco Ltd. | 181,641 | $3.11M | 0.00% | +3,862+2.2% | Added |
| Advisor Group Holdings, Inc. | 146,429 | $2.50M | 0.01% | +3,100+2.2% | Added |
| Morgan Stanley | 106,273 | $1.82M | 0.00% | +13,129+14.1% | Added |
| LPL Financial LLC | 95,870 | $1.64M | 0.00% | +2,881+3.1% | Added |
| UBS Group AG | 70,003 | $1.20M | 0.00% | +706+1.0% | Added |
| Bank of America Corp | 27,456 | $470.0K | 0.00% | −58−0.2% | Reduced |
| Cetera Advisors LLC | 26,075 | $446.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 24,997 | $427.0K | 0.00% | +4,710+23.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,824 | $407.0K | 0.00% | −5,846−19.7% | Reduced |
| Bank of Montreal | 23,218 | $394.0K | 0.00% | +23,218 | New |
| Karpus Management, Inc. | 19,500 | $333.0K | 0.01% | −336,192−94.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,141 | $310.0K | 0.00% | +21+0.1% | Added |
| International Assets Investment Management, LLC | 14,983 | $256.0K | 0.05% | +120+0.8% | Added |
| Northern Trust Corp | 13,315 | $228.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,246 | $209.0K | 0.00% | +806+7.0% | Added |
| Mercer Global Advisors Inc | 12,072 | $206.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,271 | $159.0K | 0.00% | −2,376−20.4% | Reduced |
| Royal Bank of Canada | 8,684 | $148.0K | 0.00% | −385−4.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,100 | $121.0K | 0.00% | +1,000+16.4% | Added |
| Koshinski Asset Management, Inc. | 5,260 | $89.9K | 0.01% | +5,260 | New |
| Geneos Wealth Management Inc. | 3,135 | $53.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 3,028 | $50.0K | 0.02% | +55+1.8% | Added |
| Hexagon Capital Partners LLC | 1,921 | $33.0K | 0.01% | +1,921 | New |
| Montag A & Associates Inc | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $17.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 728 | $12.4K | 0.00% | +13+1.8% | Added |
| Spire Wealth Management | 700 | $12.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 666 | $12.0K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −166,913−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −42,272−100.0% | Sold out |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −41,058−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −2,050−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −325−100.0% | Sold out |