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, Q2 2022
Institutional positions in Nuveen Core Equity Alpha Fund as of Jun 30, 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
- 41
- +4 vs. Q1 2022
- Shares held
- 2.77M
- +674.5K (+32.1%) vs. Q1 2022
- Total value
- $37.0M
- +$212.1K (+0.6%) vs. Q1 2022
- New holders
- 9
- 16 more added
- Sold out
- 5
- 10 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Nuveen Core Equity Alpha Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 345,608 | $4.61M | 0.08% | +345,608 | New |
| Raymond James & Associates | 333,583 | $4.45M | 0.00% | +7,528+2.3% | Added |
| Shaker Financial Services, LLC | 269,971 | $3.60M | 1.75% | +269,971 | New |
| Guggenheim Capital LLC | 269,364 | $3.60M | 0.03% | −1,953−0.7% | Reduced |
| Morgan Stanley | 195,187 | $2.61M | 0.00% | +64,995+49.9% | Added |
| Cohen & Steers, Inc. | 194,176 | $2.59M | 0.01% | +29,807+18.1% | Added |
| Invesco Ltd. | 192,257 | $2.57M | 0.00% | −5,161−2.6% | Reduced |
| Thrivent Financial for Lutherans | 165,700 | $2.21M | 0.01% | −14,820−8.2% | Reduced |
| Advisor Group Holdings, Inc. | 124,871 | $1.67M | 0.00% | +6,274+5.3% | Added |
| Wells Fargo & Company | 116,583 | $1.56M | 0.00% | −31,137−21.1% | Reduced |
| LPL Financial LLC | 108,087 | $1.44M | 0.00% | +747+0.7% | Added |
| UBS Group AG | 76,747 | $1.02M | 0.00% | −711−0.9% | Reduced |
| Royal Bank of Canada | 48,334 | $645.0K | 0.00% | +39,649+456.5% | Added |
| Bank of America Corp | 35,646 | $476.0K | 0.00% | −437−1.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 27,048 | $361.0K | 0.00% | +2,676+11.0% | Added |
| Cetera Advisors LLC | 26,450 | $353.0K | 0.01% | +325+1.2% | Added |
| Karpus Management, Inc. | 25,000 | $334.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 23,392 | $312.0K | 0.00% | +3,006+14.7% | Added |
| Spire Wealth Management | 22,265 | $297.0K | 0.01% | +3,845+20.9% | Added |
| Wolverine Asset Management LLC | 21,763 | $290.0K | 0.00% | +21,763 | New |
| Cambridge Investment Research Advisors, Inc. | 20,886 | $279.0K | 0.00% | +448+2.2% | Added |
| Raymond James Trust N.A. | 19,565 | $261.0K | 0.01% | +19,565 | New |
| Stifel Financial Corp | 16,370 | $219.0K | 0.00% | +16,370 | New |
| International Assets Investment Management, LLC | 15,653 | $209.0K | 0.04% | +670+4.5% | Added |
| Commonwealth Equity Services, LLC | 12,630 | $168.0K | 0.00% | −57−0.4% | Reduced |
| Janney Montgomery Scott LLC | 12,074 | $159.0K | 0.00% | +12,074 | New |
| Mercer Global Advisors Inc | 11,365 | $152.0K | 0.00% | +139+1.2% | Added |
| David J Yvars Group | 11,000 | $147.0K | 0.20% | +11,000 | New |
| The PNC Financial Services Group, Inc. | 10,129 | $135.0K | 0.00% | +35+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 7,392 | $99.0K | 0.00% | −1,208−14.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 3,320 | $44.0K | 0.02% | +75+2.3% | Added |
| FNY Investment Advisers, LLC | 2,000 | $26.0K | 0.02% | −1,000−33.3% | Reduced |
| Hexagon Capital Partners LLC | 1,921 | $26.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,050 | $14.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 1,001 | $13.4K | 0.00% | +1,001 | New |
| Centerpoint Advisors, LLC | 1,000 | $13.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,000 | $13.0K | 0.00% | +1,000 | New |
| American Portfolios Advisors | 799 | $10.7K | 0.00% | +18+2.3% | Added |
| Geneos Wealth Management Inc. | 685 | $9.00K | 0.00% | −2,450−78.1% | Reduced |
| CWM, LLC | 291 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −101,601−100.0% | Sold out |
| Strategic Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −5,260−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |