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, Q4 2021
Institutional positions in Nuveen Core Equity Alpha Fund as of Dec 31, 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
- 39
- +5 vs. Q3 2021
- Shares held
- 2.35M
- −131.8K (−5.3%) vs. Q3 2021
- Total value
- $46.7M
- +$950.4K (+2.1%) vs. Q3 2021
- New holders
- 6
- 13 more added
- Sold out
- 1
- 8 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Nuveen Core Equity Alpha Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gradient Investments LLC | 120 | $2.00K | 0.00% | +120 | New |
| CWM, LLC | 230 | $4.00K | 0.00% | +230 | New |
| Proequities, Inc. | 256 | $5.00K | 0.00% | −410−61.6% | Reduced |
| Spire Wealth Management | 700 | $13.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 781 | $14.5K | 0.00% | +53+7.3% | Added |
| Montag A & Associates Inc | 1,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $19.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,000 | $19.0K | 0.00% | +1,000 | New |
| Clearstead Advisors, LLC | 1,050 | $20.0K | 0.00% | +1,050 | New |
| Hexagon Capital Partners LLC | 1,921 | $36.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,135 | $58.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 3,193 | $59.0K | 0.02% | +165+5.4% | Added |
| Koshinski Asset Management, Inc. | 5,260 | $97.7K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7,100 | $132.0K | 0.00% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 7,300 | $135.0K | 0.11% | +7,300 | New |
| Royal Bank of Canada | 8,684 | $161.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,078 | $188.0K | 0.00% | +807+8.7% | Added |
| Mercer Global Advisors Inc | 12,072 | $224.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,687 | $235.0K | 0.00% | +441+3.6% | Added |
| Northern Trust Corp | 13,315 | $247.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 14,983 | $278.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 18,553 | $345.0K | 0.00% | +412+2.3% | Added |
| Karpus Management, Inc. | 19,493 | $362.0K | 0.01% | −70.0% | Reduced |
| Ameriprise Financial Inc | 20,201 | $375.0K | 0.00% | −4,796−19.2% | Reduced |
| Cetera Advisors LLC | 26,125 | $485.0K | 0.01% | +50+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 29,024 | $539.0K | 0.00% | +5,200+21.8% | Added |
| Bank of America Corp | 30,070 | $559.0K | 0.00% | +2,614+9.5% | Added |
| Shaker Financial Services, LLC | 52,714 | $979.0K | 0.35% | +52,714 | New |
| UBS Group AG | 73,643 | $1.37M | 0.00% | +3,640+5.2% | Added |
| LPL Financial LLC | 106,219 | $1.97M | 0.00% | +10,349+10.8% | Added |
| Morgan Stanley | 119,290 | $2.22M | 0.00% | +13,017+12.2% | Added |
| Advisor Group Holdings, Inc. | 125,362 | $2.33M | 0.00% | −21,067−14.4% | Reduced |
| Cohen & Steers, Inc. | 144,106 | $2.68M | 0.00% | −112,476−43.8% | Reduced |
| Thrivent Financial for Lutherans | – | $3.06M | 0.01% | – | – |
| Wells Fargo & Company | 170,952 | $3.18M | 0.00% | −12,569−6.8% | Reduced |
| Invesco Ltd. | 188,207 | $3.50M | 0.00% | +6,566+3.6% | Added |
| Guggenheim Capital LLC | 294,341 | $5.47M | 0.03% | −10,745−3.5% | Reduced |
| Raymond James & Associates | 331,450 | $6.16M | 0.00% | +10,642+3.3% | Added |
| Advisors Asset Management, Inc. | 495,670 | $9.21M | 0.13% | −62,910−11.3% | Reduced |
| Bank of Montreal | 0 | $0 | 0.00% | −23,218−100.0% | Sold out |