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 2023
Institutional positions in Nuveen Core Equity Alpha Fund as of Mar 31, 2023. 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
- 44
- +6 vs. Q4 2022
- Shares held
- 2.68M
- +175.7K (+7.0%) vs. Q4 2022
- Total value
- $33.0M
- −$783.0K (−2.3%) vs. Q4 2022
- New holders
- 7
- 15 more added
- Sold out
- 1
- 12 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Nuveen Core Equity Alpha Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 265 | $3.99K | 0.00% | −518−66.2% | Reduced |
| Colonial Trust Co | 371 | $4.48K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 751 | $9.00K | 0.00% | +38+5.3% | Added |
| Advisory Services Network, LLC | 763 | $9.40K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 798 | $9.83K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $12.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $12.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,751 | $21.6K | 0.00% | +1,751 | New |
| Hexagon Capital Partners LLC | 1,921 | $23.7K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $24.0K | 0.03% | +2,000 | New |
| Thomas J. Herzfeld Advisors, Inc. | 3,809 | $46.9K | 0.02% | +113+3.1% | Added |
| Steward Partners Investment Advisory, LLC | 5,392 | $66.4K | 0.00% | −2,000−27.1% | Reduced |
| The PNC Financial Services Group, Inc. | 8,594 | $105.9K | 0.00% | −1,389−13.9% | Reduced |
| National Asset Management, Inc. | 10,000 | $126.4K | 0.00% | +10,000 | New |
| David J Yvars Group | 11,000 | $132.9K | 0.12% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 11,308 | $139.0K | 0.01% | −128−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 11,474 | $141.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,072 | $149.0K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 14,300 | $182.5K | 0.04% | +14,300 | New |
| GWM Advisors LLC | 15,643 | $187.7K | 0.00% | +7,762+98.5% | Added |
| Raymond James Trust N.A. | 19,565 | $241.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 21,031 | $259.1K | 0.00% | −127−0.6% | Reduced |
| Cetera Advisors LLC | 21,400 | $263.6K | 0.00% | −5,050−19.1% | Reduced |
| International Assets Investment Management, LLC | 22,013 | $271.2K | 0.04% | −31,920−59.2% | Reduced |
| Capital Investment Advisors, LLC | 22,250 | $274.1K | 0.01% | +22,250 | New |
| Raymond James Financial Services Advisors, Inc. | 29,497 | $363.4K | 0.00% | +2,750+10.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,567 | $364.0K | 0.00% | +500+1.7% | Added |
| Envestnet Asset Management Inc | 33,563 | $413.5K | 0.00% | +6,346+23.3% | Added |
| Bank of America Corp | 34,496 | $425.0K | 0.00% | +274+0.8% | Added |
| Wolverine Asset Management LLC | 38,542 | $474.8K | 0.01% | +38,542 | New |
| Spire Wealth Management | 54,990 | $677.5K | 0.03% | +48,405+735.1% | Added |
| Royal Bank of Canada | 67,343 | $829.0K | 0.00% | −528−0.8% | Reduced |
| UBS Group AG | 70,812 | $872.4K | 0.00% | −300−0.4% | Reduced |
| Shaker Financial Services, LLC | 75,609 | $946.1K | 0.41% | +75,609 | New |
| Thrivent Financial for Lutherans | 96,734 | $1.17M | 0.00% | −25,935−21.1% | Reduced |
| Wells Fargo & Company | 115,389 | $1.42M | 0.00% | +12,764+12.4% | Added |
| LPL Financial LLC | 116,919 | $1.44M | 0.00% | +2,713+2.4% | Added |
| Advisor Group Holdings, Inc. | 130,934 | $1.61M | 0.00% | +846+0.7% | Added |
| Invesco Ltd. | 197,463 | $2.43M | 0.00% | −28,840−12.7% | Reduced |
| Advisors Asset Management, Inc. | 205,430 | $2.53M | 0.05% | −72,767−26.2% | Reduced |
| Cohen & Steers, Inc. | 212,040 | $2.61M | 0.01% | +79,229+59.7% | Added |
| Morgan Stanley | 255,429 | $3.15M | 0.00% | +5,035+2.0% | Added |
| Guggenheim Capital LLC | 302,707 | $3.73M | 0.03% | +6,125+2.1% | Added |
| Raymond James & Associates | 390,807 | $4.81M | 0.00% | +19,508+5.3% | Added |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −11,669−100.0% | Sold out |