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 2022
Institutional positions in Nuveen Core Equity Alpha Fund as of Dec 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
- 38
- −1 vs. Q3 2022
- Shares held
- 2.50M
- −108.0K (−4.1%) vs. Q3 2022
- Total value
- $33.8M
- +$4.93M (+17.1%) vs. Q3 2022
- New holders
- 4
- 14 more added
- Sold out
- 5
- 12 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Nuveen Core Equity Alpha Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 7,881 | $107 | 0.00% | +7,881 | New |
| Colonial Trust Co | 371 | $5.00K | 0.00% | +371 | New |
| CWM, LLC | 713 | $10.0K | 0.00% | +223+45.5% | Added |
| Advisory Services Network, LLC | 763 | $10.3K | 0.00% | +763 | New |
| ICA Group Wealth Management, LLC | 798 | $10.4K | 0.00% | +798 | New |
| IFP Advisors, Inc | 783 | $12.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $13.5K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,921 | $26.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 3,696 | $50.0K | 0.02% | +278+8.1% | Added |
| Spire Wealth Management | 6,585 | $89.0K | 0.01% | +345+5.5% | Added |
| Steward Partners Investment Advisory, LLC | 7,392 | $100.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,983 | $135.2K | 0.00% | +109+1.1% | Added |
| David J Yvars Group | 11,000 | $148.3K | 0.19% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 11,436 | $155.0K | 0.01% | −156−1.3% | Reduced |
| Commonwealth Equity Services, LLC | 11,474 | $155.0K | 0.00% | +241+2.1% | Added |
| Janney Montgomery Scott LLC | 11,669 | $158.0K | 0.00% | −106−0.9% | Reduced |
| Mercer Global Advisors Inc | 12,072 | $163.0K | 0.00% | +846+7.5% | Added |
| Raymond James Trust N.A. | 19,565 | $265.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 21,158 | $286.0K | 0.00% | −4,384−17.2% | Reduced |
| Cetera Advisors LLC | 26,450 | $358.1K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 26,747 | $362.2K | 0.00% | +2,940+12.3% | Added |
| Envestnet Asset Management Inc | 27,217 | $368.5K | 0.00% | −1,071−3.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 29,067 | $394.0K | 0.00% | +8,269+39.8% | Added |
| Bank of America Corp | 34,222 | $463.4K | 0.00% | −968−2.8% | Reduced |
| International Assets Investment Management, LLC | 53,933 | $730.2K | 0.08% | +37,775+233.8% | Added |
| Royal Bank of Canada | 67,871 | $919.0K | 0.00% | −526−0.8% | Reduced |
| UBS Group AG | 71,112 | $962.9K | 0.00% | −4,929−6.5% | Reduced |
| Wells Fargo & Company | 102,625 | $1.39M | 0.00% | −8,680−7.8% | Reduced |
| LPL Financial LLC | 114,206 | $1.55M | 0.00% | −3,170−2.7% | Reduced |
| Thrivent Financial for Lutherans | 122,669 | $1.65M | 0.00% | −29,384−19.3% | Reduced |
| Advisor Group Holdings, Inc. | 130,088 | $1.76M | 0.00% | +2,212+1.7% | Added |
| Cohen & Steers, Inc. | 132,811 | $1.80M | 0.00% | −61,365−31.6% | Reduced |
| Invesco Ltd. | 226,303 | $3.06M | 0.00% | +7,395+3.4% | Added |
| Morgan Stanley | 250,394 | $3.39M | 0.00% | +23,765+10.5% | Added |
| Advisors Asset Management, Inc. | 278,197 | $3.77M | 0.08% | +47,457+20.6% | Added |
| Guggenheim Capital LLC | 296,582 | $4.02M | 0.04% | −15,221−4.9% | Reduced |
| Raymond James & Associates | 371,299 | $5.03M | 0.00% | +31,358+9.2% | Added |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −119,658−100.0% | Sold out |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −15,620−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −10,955−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −2,790−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |