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