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