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 |
|---|---|---|---|---|---|
| FMR LLC | 3 | $0 | 0.00% | +3 | New |
| CWM, LLC | 291 | $5.00K | 0.00% | +61+26.5% | Added |
| AdvisorNet Financial, Inc | 330 | $6.00K | 0.00% | +330 | New |
| American Portfolios Advisors | 781 | $13.7K | 0.00% | 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 |
| Hexagon Capital Partners LLC | 1,921 | $34.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,000 | $52.0K | 0.05% | +3,000 | New |
| Geneos Wealth Management Inc. | 3,135 | $54.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 3,245 | $57.0K | 0.02% | +52+1.6% | Added |
| Koshinski Asset Management, Inc. | 5,260 | $92.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,600 | $151.0K | 0.00% | +1,500+21.1% | Added |
| Royal Bank of Canada | 8,685 | $152.0K | 0.00% | +10.0% | Added |
| The PNC Financial Services Group, Inc. | 10,094 | $177.0K | 0.00% | +16+0.2% | Added |
| Mercer Global Advisors Inc | 11,226 | $197.0K | 0.00% | −846−7.0% | Reduced |
| Commonwealth Equity Services, LLC | 12,687 | $222.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 14,983 | $263.0K | 0.05% | 00.0% | Unchanged |
| Strategic Wealth Advisors Group, LLC | 18,000 | $312.0K | 0.01% | +18,000 | New |
| Spire Wealth Management | 18,420 | $323.0K | 0.01% | +17,720+2,531.4% | Added |
| 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 |
| Raymond James Financial Services Advisors, Inc. | 24,372 | $427.0K | 0.00% | −4,652−16.0% | Reduced |
| Karpus Management, Inc. | 25,000 | $439.0K | 0.01% | +5,507+28.3% | Added |
| Cetera Advisors LLC | 26,125 | $458.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 36,083 | $632.0K | 0.00% | +6,013+20.0% | Added |
| UBS Group AG | 77,458 | $1.36M | 0.00% | +3,815+5.2% | Added |
| Clough Capital Partners L P | 101,601 | $1.78M | 0.14% | +101,601 | New |
| LPL Financial LLC | 107,340 | $1.88M | 0.00% | +1,121+1.1% | Added |
| Advisor Group Holdings, Inc. | 118,597 | $2.08M | 0.00% | −6,765−5.4% | Reduced |
| Morgan Stanley | 130,192 | $2.28M | 0.00% | +10,902+9.1% | Added |
| Wells Fargo & Company | 147,720 | $2.59M | 0.00% | −23,232−13.6% | Reduced |
| Cohen & Steers, Inc. | 164,369 | $2.88M | 0.00% | +20,263+14.1% | Added |
| Thrivent Financial for Lutherans | 180,520 | $3.17M | 0.01% | – | – |
| Invesco Ltd. | 197,418 | $3.46M | 0.00% | +9,211+4.9% | Added |
| Guggenheim Capital LLC | 271,317 | $4.76M | 0.03% | −23,024−7.8% | Reduced |
| Raymond James & Associates | 326,055 | $5.72M | 0.00% | −5,395−1.6% | Reduced |
| 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 |