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, Q2 2024
Institutional positions in Nuveen Core Equity Alpha Fund as of Jun 30, 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
- 46
- −2 vs. Q1 2024
- Shares held
- 2.87M
- −321.3K (−10.1%) vs. Q1 2024
- Total value
- $43.1M
- −$1.84M (−4.1%) vs. Q1 2024
- New holders
- 3
- 15 more added
- Sold out
- 5
- 16 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Nuveen Core Equity Alpha Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 442,559 | $6.64M | 0.00% | +7,985+1.8% | Added |
| Morgan Stanley | 312,366 | $4.69M | 0.00% | +6,701+2.2% | Added |
| Invesco Ltd. | 216,935 | $3.25M | 0.00% | +44,522+25.8% | Added |
| Guggenheim Capital LLC | 212,656 | $3.19M | 0.02% | −34,122−13.8% | Reduced |
| Shaker Financial Services, LLC | 202,739 | $3.11M | 1.26% | −31,454−13.4% | Reduced |
| Cohen & Steers, Inc. | 192,633 | $2.89M | 0.01% | −99,000−33.9% | Reduced |
| Advisors Asset Management, Inc. | 191,824 | $2.88M | 0.06% | −1,359−0.7% | Reduced |
| Capital Investment Advisors, LLC | 149,950 | $2.25M | 0.05% | +6,407+4.5% | Added |
| LPL Financial LLC | 107,845 | $1.62M | 0.00% | −5,076−4.5% | Reduced |
| Wells Fargo & Company | 106,041 | $1.59M | 0.00% | −1,564−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 84,371 | $1.27M | 0.00% | −55,394−39.6% | Reduced |
| Thrivent Financial for Lutherans | 79,765 | $1.20M | 0.00% | −2,161−2.6% | Reduced |
| UBS Group AG | 69,054 | $1.04M | 0.00% | +6,278+10.0% | Added |
| Steward Partners Investment Advisory, LLC | 62,468 | $937.0K | 0.01% | +3,567+6.1% | Added |
| Spire Wealth Management | 53,760 | $806.4K | 0.03% | −23,620−30.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 44,083 | $661.2K | 0.00% | −64,074−59.2% | Reduced |
| Royal Bank of Canada | 41,043 | $616.0K | 0.00% | −37,116−47.5% | Reduced |
| International Assets Investment Management, LLC | 40,092 | $601.4K | 0.06% | −120.0% | Reduced |
| Ameriprise Financial Inc | 33,515 | $502.7K | 0.00% | +394+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,260 | $439.0K | 0.00% | −250−0.8% | Reduced |
| Bank of America Corp | 28,109 | $421.6K | 0.00% | +520+1.9% | Added |
| Commonwealth Equity Services, LLC | 24,088 | $361.0K | 0.00% | +2,115+9.6% | Added |
| Raymond James Trust N.A. | 23,290 | $349.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 21,543 | $323.1K | 0.00% | +16,000+288.7% | Added |
| Cetera Investment Advisers | 19,143 | $287.1K | 0.00% | +50.0% | Added |
| NWF Advisory Services Inc. | 13,600 | $204.0K | 0.03% | −700−4.9% | Reduced |
| MGB Wealth Management, LLC | 11,442 | $172.9K | 0.06% | 00.0% | Unchanged |
| David J Yvars Group | 11,000 | $163.3K | 0.10% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 10,790 | $161.8K | 0.01% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 7,300 | $109.5K | 0.09% | +7,300 | New |
| Gilliland Jeter Wealth Management LLC | 7,217 | $108.3K | 0.04% | +503+7.5% | Added |
| Comerica Bank | 6,291 | $94.4K | 0.00% | +105+1.7% | Added |
| Ashton Thomas Private Wealth, LLC | 3,676 | $55.1K | 0.00% | +3,676 | New |
| Larson Financial Group LLC | 2,000 | $30.0K | 0.00% | +2,000 | New |
| Hexagon Capital Partners LLC | 1,921 | $28.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,381 | $21.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $15.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,000 | $15.0K | 0.00% | −1,000−50.0% | Reduced |
| Centerpoint Advisors, LLC | 1,000 | $15.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 948 | $14.2K | 0.00% | −7,659−89.0% | Reduced |
| Colonial Trust Co | 371 | $5.51K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 340 | $5.10K | 0.00% | +15+4.6% | Added |
| Allworth Financial LP | 265 | $3.90K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 188 | $3.00K | 0.00% | +27+16.8% | Added |
| ICA Group Wealth Management, LLC | 173 | $2.60K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 125 | $1.88K | 0.00% | 00.0% | Unchanged |
| Continuum Wealth Advisors, LLC | 0 | $0 | 0.00% | −19,545−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −15,970−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −14,280−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −12,072−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |