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