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 2023
Institutional positions in Nuveen Core Equity Alpha Fund as of Sep 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
- 44
- −3 vs. Q2 2023
- Shares held
- 3.26M
- +125.0K (+4.0%) vs. Q2 2023
- Total value
- $40.6M
- +$559.8K (+1.4%) vs. Q2 2023
- New holders
- 3
- 21 more added
- Sold out
- 6
- 11 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Nuveen Core Equity Alpha Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 421,533 | $5.24M | 0.00% | +23,950+6.0% | Added |
| Cohen & Steers, Inc. | 342,133 | $4.25M | 0.01% | +40,477+13.4% | Added |
| Guggenheim Capital LLC | 267,919 | $3.33M | 0.03% | +27,378+11.4% | Added |
| Morgan Stanley | 264,309 | $3.29M | 0.00% | +8,087+3.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 212,734 | $2.64M | 0.00% | −9,117−4.1% | Reduced |
| Advisors Asset Management, Inc. | 213,201 | $2.64M | 0.06% | +14,597+7.3% | Added |
| Shaker Financial Services, LLC | 200,827 | $2.57M | 1.20% | +36,319+22.1% | Added |
| Invesco Ltd. | 195,271 | $2.43M | 0.00% | +15,010+8.3% | Added |
| Advisor Group Holdings, Inc. | 150,779 | $1.87M | 0.00% | +19,033+14.4% | Added |
| Wells Fargo & Company | 108,230 | $1.35M | 0.00% | −1,345−1.2% | Reduced |
| LPL Financial LLC | 104,302 | $1.30M | 0.00% | −110−0.1% | Reduced |
| Capital Investment Advisors, LLC | 98,460 | $1.22M | 0.03% | +40,960+71.2% | Added |
| Thrivent Financial for Lutherans | 95,358 | $1.17M | 0.00% | +7,680+8.8% | Added |
| Spire Wealth Management | 80,685 | $1.00M | 0.04% | +2,192+2.8% | Added |
| UBS Group AG | 73,945 | $919.1K | 0.00% | +3,876+5.5% | Added |
| Royal Bank of Canada | 69,398 | $863.0K | 0.00% | +1,764+2.6% | Added |
| Steward Partners Investment Advisory, LLC | 45,597 | $566.8K | 0.01% | +41,205+938.2% | Added |
| International Assets Investment Management, LLC | 32,830 | $398.2K | 0.05% | +7,760+31.0% | Added |
| Bank of America Corp | 29,385 | $365.3K | 0.00% | −4,315−12.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,035 | $348.0K | 0.00% | −350−1.2% | Reduced |
| Envestnet Asset Management Inc | 27,504 | $341.9K | 0.00% | −3,403−11.0% | Reduced |
| Raymond James Trust N.A. | 27,290 | $339.2K | 0.01% | +4,844+21.6% | Added |
| Commonwealth Equity Services, LLC | 21,681 | $270.0K | 0.00% | +10,062+86.6% | Added |
| Cetera Advisors LLC | 18,943 | $235.5K | 0.00% | −457−2.4% | Reduced |
| NWF Advisory Services Inc. | 14,300 | $177.8K | 0.04% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 13,732 | $170.7K | 0.00% | −1,544−10.1% | Reduced |
| Cornerstone Advisors, LLC | 12,821 | $159.4K | 0.01% | −33,674−72.4% | Reduced |
| Mercer Global Advisors Inc | 12,072 | $150.0K | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 12,040 | $149.7K | 0.01% | +12,040 | New |
| Hennion & Walsh Asset Management, Inc. | 10,973 | $136.4K | 0.01% | −334−3.0% | Reduced |
| David J Yvars Group | 11,000 | $135.2K | 0.11% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 10,484 | $130.3K | 0.00% | +10,484 | New |
| The PNC Financial Services Group, Inc. | 8,607 | $107.0K | 0.00% | +13+0.2% | Added |
| Comerica Bank | 5,965 | $74.1K | 0.00% | +5,965 | New |
| GWM Advisors LLC | 5,543 | $68.9K | 0.00% | −13,400−70.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 4,005 | $49.8K | 0.02% | +98+2.5% | Added |
| FNY Investment Advisers, LLC | 3,300 | $41.0K | 0.02% | +700+26.9% | Added |
| Hexagon Capital Partners LLC | 1,921 | $23.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,113 | $14.0K | 0.00% | +158+16.5% | Added |
| Montag A & Associates Inc | 1,000 | $12.8K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $12.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 371 | $4.78K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 125 | $2.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 125 | $1.55K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −85,487−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −24,539−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −10,643−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −10,181−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −723−100.0% | Sold out |