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, Q1 2024
Institutional positions in Nuveen Core Equity Alpha Fund as of Mar 31, 2024. 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
- 48
- +3 vs. Q4 2023
- Shares held
- 3.19M
- −84.3K (−2.6%) vs. Q4 2023
- Total value
- $45.0M
- +$591.3K (+1.3%) vs. Q4 2023
- New holders
- 8
- 11 more added
- Sold out
- 5
- 13 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Nuveen Core Equity Alpha Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 434,574 | $6.11M | 0.00% | −3,094−0.7% | Reduced |
| Morgan Stanley | 305,665 | $4.30M | 0.00% | +30,321+11.0% | Added |
| Cohen & Steers, Inc. | 291,633 | $4.10M | 0.01% | −10,500−3.5% | Reduced |
| Guggenheim Capital LLC | 246,778 | $3.47M | 0.02% | +11,982+5.1% | Added |
| Shaker Financial Services, LLC | 234,193 | $3.36M | 1.30% | +216,690+1,238.0% | Added |
| Advisors Asset Management, Inc. | 193,183 | $2.72M | 0.05% | −21,676−10.1% | Reduced |
| Invesco Ltd. | 172,413 | $2.43M | 0.00% | −13,698−7.4% | Reduced |
| Capital Investment Advisors, LLC | 143,543 | $2.02M | 0.05% | +18,350+14.7% | Added |
| Advisor Group Holdings, Inc. | 139,765 | $1.97M | 0.00% | +10,241+7.9% | Added |
| LPL Financial LLC | 112,921 | $1.59M | 0.00% | +5,886+5.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 108,157 | $1.52M | 0.00% | −129,549−54.5% | Reduced |
| Wells Fargo & Company | 107,605 | $1.51M | 0.00% | −7,602−6.6% | Reduced |
| Thrivent Financial for Lutherans | 81,926 | $1.15M | 0.00% | −18,186−18.2% | Reduced |
| Royal Bank of Canada | 78,159 | $1.10M | 0.00% | −265−0.3% | Reduced |
| Spire Wealth Management | 77,380 | $1.09M | 0.03% | −5,055−6.1% | Reduced |
| UBS Group AG | 62,776 | $883.3K | 0.00% | −1,539−2.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 58,901 | $828.7K | 0.01% | +8,133+16.0% | Added |
| International Assets Investment Management, LLC | 40,104 | $560.6K | 0.06% | +6,609+19.7% | Added |
| Ameriprise Financial Inc | 33,121 | $466.0K | 0.00% | +11,023+49.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,510 | $415.0K | 0.00% | +1,475+5.3% | Added |
| Bank of America Corp | 27,589 | $388.2K | 0.00% | −672−2.4% | Reduced |
| Raymond James Trust N.A. | 23,290 | $327.7K | 0.01% | −4,000−14.7% | Reduced |
| Commonwealth Equity Services, LLC | 21,973 | $309.0K | 0.00% | 00.0% | Unchanged |
| Continuum Wealth Advisors, LLC | 19,545 | $275.0K | 0.16% | +19,545 | New |
| Cetera Investment Advisers | 19,138 | $269.3K | 0.00% | +19,138 | New |
| Landscape Capital Management, L.L.C. | 15,970 | $224.7K | 0.02% | +15,970 | New |
| NWF Advisory Services Inc. | 14,300 | $201.2K | 0.03% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 14,280 | $200.9K | 0.00% | +14,280 | New |
| Mercer Global Advisors Inc | 12,072 | $170.0K | 0.00% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 11,442 | $161.0K | 0.07% | 00.0% | Unchanged |
| David J Yvars Group | 11,000 | $153.4K | 0.10% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 10,790 | $151.8K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,607 | $121.1K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 6,714 | $94.5K | 0.03% | +6,714 | New |
| Comerica Bank | 6,186 | $87.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,543 | $78.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,000 | $42.0K | 0.03% | +3,000 | New |
| CoreCap Advisors, LLC | 2,000 | $28.1K | 0.00% | +2,000 | New |
| Hexagon Capital Partners LLC | 1,921 | $27.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,381 | $19.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $14.4K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $14.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 371 | $5.17K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 325 | $4.57K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 265 | $3.73K | 0.00% | +265 | New |
| ICA Group Wealth Management, LLC | 173 | $2.43K | 0.00% | −250−59.1% | Reduced |
| Financial Management Professionals, Inc. | 161 | $2.00K | 0.00% | +36+28.8% | Added |
| St Germain D J Co Inc | 125 | $1.76K | 0.00% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 0 | $0 | 0.00% | −213,691−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −26,400−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −18,943−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −10,423−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −389−100.0% | Sold out |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |