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