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, Q1 2022
Institutional positions in Nuveen Core Equity Alpha Fund as of Mar 31, 2022. 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
- 37
- −2 vs. Q4 2021
- Shares held
- 2.10M
- −252.6K (−10.7%) vs. Q4 2021
- Total value
- $36.8M
- −$9.94M (−21.3%) vs. Q4 2021
- New holders
- 5
- 15 more added
- Sold out
- 7
- 6 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Nuveen Core Equity Alpha Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 326,055 | $5.72M | 0.00% | −5,395−1.6% | Reduced |
| Guggenheim Capital LLC | 271,317 | $4.76M | 0.03% | −23,024−7.8% | Reduced |
| Invesco Ltd. | 197,418 | $3.46M | 0.00% | +9,211+4.9% | Added |
| Thrivent Financial for Lutherans | 180,520 | $3.17M | 0.01% | – | – |
| Cohen & Steers, Inc. | 164,369 | $2.88M | 0.00% | +20,263+14.1% | Added |
| Wells Fargo & Company | 147,720 | $2.59M | 0.00% | −23,232−13.6% | Reduced |
| Morgan Stanley | 130,192 | $2.28M | 0.00% | +10,902+9.1% | Added |
| Advisor Group Holdings, Inc. | 118,597 | $2.08M | 0.00% | −6,765−5.4% | Reduced |
| LPL Financial LLC | 107,340 | $1.88M | 0.00% | +1,121+1.1% | Added |
| Clough Capital Partners L P | 101,601 | $1.78M | 0.14% | +101,601 | New |
| UBS Group AG | 77,458 | $1.36M | 0.00% | +3,815+5.2% | Added |
| Bank of America Corp | 36,083 | $632.0K | 0.00% | +6,013+20.0% | Added |
| Cetera Advisors LLC | 26,125 | $458.0K | 0.01% | 00.0% | Unchanged |
| Karpus Management, Inc. | 25,000 | $439.0K | 0.01% | +5,507+28.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 24,372 | $427.0K | 0.00% | −4,652−16.0% | Reduced |
| Ameriprise Financial Inc | 20,386 | $358.0K | 0.00% | +185+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,438 | $358.0K | 0.00% | +1,885+10.2% | Added |
| Spire Wealth Management | 18,420 | $323.0K | 0.01% | +17,720+2,531.4% | Added |
| Strategic Wealth Advisors Group, LLC | 18,000 | $312.0K | 0.01% | +18,000 | New |
| International Assets Investment Management, LLC | 14,983 | $263.0K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,687 | $222.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,226 | $197.0K | 0.00% | −846−7.0% | Reduced |
| The PNC Financial Services Group, Inc. | 10,094 | $177.0K | 0.00% | +16+0.2% | Added |
| Royal Bank of Canada | 8,685 | $152.0K | 0.00% | +10.0% | Added |
| Steward Partners Investment Advisory, LLC | 8,600 | $151.0K | 0.00% | +1,500+21.1% | Added |
| Koshinski Asset Management, Inc. | 5,260 | $92.3K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 3,245 | $57.0K | 0.02% | +52+1.6% | Added |
| Geneos Wealth Management Inc. | 3,135 | $54.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,000 | $52.0K | 0.05% | +3,000 | New |
| Hexagon Capital Partners LLC | 1,921 | $34.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,050 | $18.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $18.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 781 | $13.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 330 | $6.00K | 0.00% | +330 | New |
| CWM, LLC | 291 | $5.00K | 0.00% | +61+26.5% | Added |
| FMR LLC | 3 | $0 | 0.00% | +3 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −495,670−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −52,714−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −13,315−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |