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 2022
Institutional positions in Nuveen Core Equity Alpha Fund as of Sep 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
- 40
- −1 vs. Q2 2022
- Shares held
- 2.61M
- −161.3K (−5.8%) vs. Q2 2022
- Total value
- $28.9M
- −$8.16M (−22.0%) vs. Q2 2022
- New holders
- 4
- 12 more added
- Sold out
- 5
- 15 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Nuveen Core Equity Alpha Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 339,941 | $4.12M | 0.00% | +6,358+1.9% | Added |
| Guggenheim Capital LLC | 311,803 | $3.78M | 0.03% | +42,439+15.8% | Added |
| Morgan Stanley | 226,629 | $2.75M | 0.00% | +31,442+16.1% | Added |
| Invesco Ltd. | 218,908 | $2.65M | 0.00% | +26,651+13.9% | Added |
| Cohen & Steers, Inc. | 194,176 | $2.35M | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 152,053 | $1.84M | 0.01% | −13,647−8.2% | Reduced |
| Advisor Group Holdings, Inc. | 127,876 | $1.55M | 0.00% | +3,005+2.4% | Added |
| Shaker Financial Services, LLC | 119,658 | $1.45M | 0.72% | −150,313−55.7% | Reduced |
| LPL Financial LLC | 117,376 | $1.42M | 0.00% | +9,289+8.6% | Added |
| Wells Fargo & Company | 111,305 | $1.35M | 0.00% | −5,278−4.5% | Reduced |
| UBS Group AG | 76,041 | $921.0K | 0.00% | −706−0.9% | Reduced |
| Royal Bank of Canada | 68,397 | $829.0K | 0.00% | +20,063+41.5% | Added |
| Bank of America Corp | 35,190 | $427.0K | 0.00% | −456−1.3% | Reduced |
| Envestnet Asset Management Inc | 28,288 | $343.0K | 0.00% | +28,288 | New |
| Cetera Advisors LLC | 26,450 | $321.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 25,542 | $310.0K | 0.00% | +2,150+9.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,807 | $289.0K | 0.00% | −3,241−12.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,798 | $252.0K | 0.00% | −88−0.4% | Reduced |
| Raymond James Trust N.A. | 19,565 | $237.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 16,158 | $196.0K | 0.04% | +505+3.2% | Added |
| Karpus Management, Inc. | 15,620 | $189.0K | 0.01% | −9,380−37.5% | Reduced |
| Janney Montgomery Scott LLC | 11,775 | $143.0K | 0.00% | −299−2.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,592 | $140.0K | 0.01% | +11,592 | New |
| Commonwealth Equity Services, LLC | 11,233 | $136.0K | 0.00% | −1,397−11.1% | Reduced |
| Mercer Global Advisors Inc | 11,226 | $136.0K | 0.00% | −139−1.2% | Reduced |
| David J Yvars Group | 11,000 | $133.0K | 0.15% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,955 | $132.0K | 0.01% | +10,955 | New |
| The PNC Financial Services Group, Inc. | 9,874 | $120.0K | 0.00% | −255−2.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,392 | $90.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 6,240 | $76.0K | 0.00% | −16,025−72.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 3,418 | $39.0K | 0.02% | +98+3.0% | Added |
| Wolverine Asset Management LLC | 2,790 | $33.0K | 0.00% | −18,973−87.2% | Reduced |
| FNY Investment Advisers, LLC | 2,000 | $24.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,921 | $23.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $12.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 783 | $12.0K | 0.00% | +783 | New |
| American Portfolios Advisors | 823 | $9.97K | 0.00% | +24+3.0% | Added |
| CWM, LLC | 490 | $6.00K | 0.00% | +199+68.4% | Added |
| Advisors Asset Management, Inc. | 230,740 | – | – | −114,868−33.2% | Reduced |
| Stifel Financial Corp | 0 | $0 | 0.00% | −16,370−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −685−100.0% | Sold out |