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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 125 | $1.76K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 161 | $2.00K | 0.00% | +36+28.8% | Added |
| ICA Group Wealth Management, LLC | 173 | $2.43K | 0.00% | −250−59.1% | Reduced |
| Allworth Financial LP | 265 | $3.73K | 0.00% | +265 | New |
| Thomas J. Herzfeld Advisors, Inc. | 325 | $4.57K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 371 | $5.17K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $14.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $14.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,381 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,921 | $27.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,000 | $28.1K | 0.00% | +2,000 | New |
| FNY Investment Advisers, LLC | 3,000 | $42.0K | 0.03% | +3,000 | New |
| GWM Advisors LLC | 5,543 | $78.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 6,186 | $87.0K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 6,714 | $94.5K | 0.03% | +6,714 | New |
| The PNC Financial Services Group, Inc. | 8,607 | $121.1K | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 10,790 | $151.8K | 0.01% | 00.0% | Unchanged |
| David J Yvars Group | 11,000 | $153.4K | 0.10% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 11,442 | $161.0K | 0.07% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,072 | $170.0K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 14,280 | $200.9K | 0.00% | +14,280 | New |
| NWF Advisory Services Inc. | 14,300 | $201.2K | 0.03% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 15,970 | $224.7K | 0.02% | +15,970 | New |
| Cetera Investment Advisers | 19,138 | $269.3K | 0.00% | +19,138 | New |
| Continuum Wealth Advisors, LLC | 19,545 | $275.0K | 0.16% | +19,545 | New |
| Commonwealth Equity Services, LLC | 21,973 | $309.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 23,290 | $327.7K | 0.01% | −4,000−14.7% | Reduced |
| Bank of America Corp | 27,589 | $388.2K | 0.00% | −672−2.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 29,510 | $415.0K | 0.00% | +1,475+5.3% | Added |
| Ameriprise Financial Inc | 33,121 | $466.0K | 0.00% | +11,023+49.9% | Added |
| International Assets Investment Management, LLC | 40,104 | $560.6K | 0.06% | +6,609+19.7% | Added |
| Steward Partners Investment Advisory, LLC | 58,901 | $828.7K | 0.01% | +8,133+16.0% | Added |
| UBS Group AG | 62,776 | $883.3K | 0.00% | −1,539−2.4% | Reduced |
| Spire Wealth Management | 77,380 | $1.09M | 0.03% | −5,055−6.1% | Reduced |
| Royal Bank of Canada | 78,159 | $1.10M | 0.00% | −265−0.3% | Reduced |
| Thrivent Financial for Lutherans | 81,926 | $1.15M | 0.00% | −18,186−18.2% | Reduced |
| Wells Fargo & Company | 107,605 | $1.51M | 0.00% | −7,602−6.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 108,157 | $1.52M | 0.00% | −129,549−54.5% | Reduced |
| LPL Financial LLC | 112,921 | $1.59M | 0.00% | +5,886+5.5% | Added |
| Advisor Group Holdings, Inc. | 139,765 | $1.97M | 0.00% | +10,241+7.9% | Added |
| Capital Investment Advisors, LLC | 143,543 | $2.02M | 0.05% | +18,350+14.7% | Added |
| Invesco Ltd. | 172,413 | $2.43M | 0.00% | −13,698−7.4% | Reduced |
| Advisors Asset Management, Inc. | 193,183 | $2.72M | 0.05% | −21,676−10.1% | Reduced |
| Shaker Financial Services, LLC | 234,193 | $3.36M | 1.30% | +216,690+1,238.0% | Added |
| Guggenheim Capital LLC | 246,778 | $3.47M | 0.02% | +11,982+5.1% | Added |
| Cohen & Steers, Inc. | 291,633 | $4.10M | 0.01% | −10,500−3.5% | Reduced |
| Morgan Stanley | 305,665 | $4.30M | 0.00% | +30,321+11.0% | Added |
| Raymond James & Associates | 434,574 | $6.11M | 0.00% | −3,094−0.7% | Reduced |
| 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 |