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 2023
Institutional positions in Nuveen Core Equity Alpha Fund as of Jun 30, 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
- 47
- +3 vs. Q1 2023
- Shares held
- 3.14M
- +457.1K (+17.1%) vs. Q1 2023
- Total value
- $40.0M
- +$7.02M (+21.3%) vs. Q1 2023
- New holders
- 6
- 17 more added
- Sold out
- 3
- 15 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Nuveen Core Equity Alpha Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 397,583 | $5.07M | 0.00% | +6,776+1.7% | Added |
| Cohen & Steers, Inc. | 301,656 | $3.85M | 0.01% | +89,616+42.3% | Added |
| Morgan Stanley | 256,222 | $3.27M | 0.00% | +793+0.3% | Added |
| Guggenheim Capital LLC | 240,541 | $3.07M | 0.02% | −62,166−20.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 221,851 | $2.83M | 0.00% | +192,354+652.1% | Added |
| Advisors Asset Management, Inc. | 198,604 | $2.53M | 0.05% | −6,826−3.3% | Reduced |
| Invesco Ltd. | 180,261 | $2.30M | 0.00% | −17,202−8.7% | Reduced |
| Shaker Financial Services, LLC | 164,508 | $2.12M | 0.93% | +88,899+117.6% | Added |
| Advisor Group Holdings, Inc. | 131,746 | $1.68M | 0.00% | +812+0.6% | Added |
| Wells Fargo & Company | 109,575 | $1.40M | 0.00% | −5,814−5.0% | Reduced |
| LPL Financial LLC | 104,412 | $1.33M | 0.00% | −12,507−10.7% | Reduced |
| Thrivent Financial for Lutherans | 87,678 | $1.10M | 0.00% | −9,056−9.4% | Reduced |
| Wolverine Asset Management LLC | 85,487 | $1.09M | 0.02% | +46,945+121.8% | Added |
| Spire Wealth Management | 78,493 | $1.00M | 0.04% | +23,503+42.7% | Added |
| UBS Group AG | 70,069 | $894.1K | 0.00% | −743−1.0% | Reduced |
| Royal Bank of Canada | 67,634 | $863.0K | 0.00% | +291+0.4% | Added |
| Capital Investment Advisors, LLC | 57,500 | $733.7K | 0.02% | +35,250+158.4% | Added |
| Cornerstone Advisors, LLC | 46,495 | $593.3K | 0.03% | +46,495 | New |
| Bank of America Corp | 33,700 | $430.0K | 0.00% | −796−2.3% | Reduced |
| Envestnet Asset Management Inc | 30,907 | $394.4K | 0.00% | −2,656−7.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,385 | $362.0K | 0.00% | −1,182−4.0% | Reduced |
| International Assets Investment Management, LLC | 25,070 | $319.9K | 0.04% | +3,057+13.9% | Added |
| Landscape Capital Management, L.L.C. | 24,539 | $313.1K | 0.04% | +24,539 | New |
| Raymond James Trust N.A. | 22,446 | $286.0K | 0.01% | +2,881+14.7% | Added |
| Cetera Advisors LLC | 19,400 | $247.5K | 0.00% | −2,000−9.3% | Reduced |
| GWM Advisors LLC | 18,943 | $241.7K | 0.00% | +3,300+21.1% | Added |
| Ameriprise Financial Inc | 15,276 | $194.9K | 0.00% | −5,755−27.4% | Reduced |
| NWF Advisory Services Inc. | 14,300 | $182.5K | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,072 | $154.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,619 | $148.0K | 0.00% | +145+1.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,307 | $144.0K | 0.01% | −10.0% | Reduced |
| David J Yvars Group | 11,000 | $138.1K | 0.11% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 10,643 | $135.8K | 0.01% | +10,643 | New |
| National Asset Management, Inc. | 10,000 | $130.8K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,181 | $129.9K | 0.00% | +10,181 | New |
| The PNC Financial Services Group, Inc. | 8,594 | $109.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,392 | $56.0K | 0.00% | −1,000−18.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 3,907 | $49.9K | 0.02% | +98+2.6% | Added |
| FNY Investment Advisers, LLC | 2,600 | $33.0K | 0.04% | +600+30.0% | Added |
| Hexagon Capital Partners LLC | 1,921 | $24.5K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $13.1K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $13.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 955 | $12.0K | 0.00% | +204+27.2% | Added |
| ICA Group Wealth Management, LLC | 723 | $9.22K | 0.00% | −75−9.4% | Reduced |
| Colonial Trust Co | 371 | $4.66K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 125 | $2.00K | 0.00% | +125 | New |
| St Germain D J Co Inc | 125 | $1.59K | 0.00% | +125 | New |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,751−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −763−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −265−100.0% | Sold out |