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, Q4 2023
Institutional positions in Nuveen Core Equity Alpha Fund as of Dec 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
- 46
- +2 vs. Q3 2023
- Shares held
- 3.28M
- +16.4K (+0.5%) vs. Q3 2023
- Total value
- $44.4M
- +$3.81M (+9.4%) vs. Q3 2023
- New holders
- 4
- 16 more added
- Sold out
- 2
- 12 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Nuveen Core Equity Alpha Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 437,668 | $5.93M | 0.00% | +16,135+3.8% | Added |
| Cohen & Steers, Inc. | 302,133 | $4.09M | 0.01% | −40,000−11.7% | Reduced |
| Morgan Stanley | 275,344 | $3.73M | 0.00% | +11,035+4.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 237,706 | $3.22M | 0.01% | +24,972+11.7% | Added |
| Guggenheim Capital LLC | 234,796 | $3.18M | 0.02% | −33,123−12.4% | Reduced |
| Advisors Asset Management, Inc. | 214,859 | $2.91M | 0.06% | +1,658+0.8% | Added |
| Significant Wealth Partners LLC | 213,691 | $2.90M | 2.11% | +213,691 | New |
| Invesco Ltd. | 186,111 | $2.52M | 0.00% | −9,160−4.7% | Reduced |
| Advisor Group Holdings, Inc. | 129,524 | $1.76M | 0.00% | −21,255−14.1% | Reduced |
| Capital Investment Advisors, LLC | 125,193 | $1.70M | 0.04% | +26,733+27.2% | Added |
| Wells Fargo & Company | 115,207 | $1.56M | 0.00% | +6,977+6.4% | Added |
| LPL Financial LLC | 107,035 | $1.45M | 0.00% | +2,733+2.6% | Added |
| Thrivent Financial for Lutherans | 100,112 | $1.36M | 0.00% | +4,754+5.0% | Added |
| Spire Wealth Management | 82,435 | $1.10M | 0.04% | +1,750+2.2% | Added |
| Royal Bank of Canada | 78,424 | $1.06M | 0.00% | +9,026+13.0% | Added |
| UBS Group AG | 64,315 | $871.5K | 0.00% | −9,630−13.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 50,768 | $687.9K | 0.01% | +5,171+11.3% | Added |
| International Assets Investment Management, LLC | 33,495 | $453.9K | 0.06% | +665+2.0% | Added |
| Bank of America Corp | 28,261 | $382.9K | 0.00% | −1,124−3.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,035 | $380.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 27,290 | $369.8K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 26,400 | $357.7K | 0.00% | −1,104−4.0% | Reduced |
| Ameriprise Financial Inc | 22,098 | $299.4K | 0.00% | +8,366+60.9% | Added |
| Commonwealth Equity Services, LLC | 21,973 | $298.0K | 0.00% | +292+1.3% | Added |
| Cetera Advisors LLC | 18,943 | $256.7K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 17,503 | $237.2K | 0.10% | −183,324−91.3% | Reduced |
| NWF Advisory Services Inc. | 14,300 | $193.8K | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,072 | $164.0K | 0.00% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 11,442 | $155.0K | 0.08% | +11,442 | New |
| David J Yvars Group | 11,000 | $148.9K | 0.12% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 10,790 | $146.2K | 0.01% | −1,250−10.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,423 | $141.2K | 0.01% | −550−5.0% | Reduced |
| The PNC Financial Services Group, Inc. | 8,607 | $116.6K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 6,186 | $83.8K | 0.00% | +221+3.7% | Added |
| GWM Advisors LLC | 5,543 | $75.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,921 | $26.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,381 | $19.0K | 0.00% | +268+24.1% | Added |
| Centerpoint Advisors, LLC | 1,000 | $14.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $13.6K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 511 | $6.94K | 0.00% | +511 | New |
| ICA Group Wealth Management, LLC | 423 | $5.73K | 0.00% | +423 | New |
| JPMorgan Chase & Co | 389 | $5.27K | 0.00% | −10,095−96.3% | Reduced |
| Colonial Trust Co | 371 | $5.02K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 325 | $4.40K | 0.00% | −3,680−91.9% | Reduced |
| Financial Management Professionals, Inc. | 125 | $2.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 125 | $1.69K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −12,821−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |