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, Q3 2024
Institutional positions in Nuveen Core Equity Alpha Fund as of Sep 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
- 48
- +3 vs. Q2 2024
- Shares held
- 3.73M
- +856.7K (+29.8%) vs. Q2 2024
- Total value
- $47.5M
- +$4.41M (+10.2%) vs. Q2 2024
- New holders
- 5
- 21 more added
- Sold out
- 2
- 8 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Nuveen Core Equity Alpha Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 510,989 | $7.85M | 0.02% | +510,989 | New |
| Raymond James & Associates | 415,191 | $6.38M | 0.00% | −27,368−6.2% | Reduced |
| Morgan Stanley | 311,467 | $4.79M | 0.00% | −899−0.3% | Reduced |
| Invesco Ltd. | 241,876 | $3.72M | 0.00% | +24,941+11.5% | Added |
| Guggenheim Capital LLC | 223,557 | $3.44M | 0.02% | +10,901+5.1% | Added |
| Advisors Asset Management, Inc. | 170,119 | $2.61M | 0.05% | −21,705−11.3% | Reduced |
| Capital Investment Advisors, LLC | 151,274 | $2.33M | 0.05% | +1,324+0.9% | Added |
| Advisor Group Holdings, Inc. | 118,510 | $1.82M | 0.00% | +34,139+40.5% | Added |
| Wells Fargo & Company | 115,380 | $1.77M | 0.00% | +9,339+8.8% | Added |
| LPL Financial LLC | 110,217 | $1.69M | 0.00% | +2,372+2.2% | Added |
| Thrivent Financial for Lutherans | 107,545 | $1.69M | 0.00% | +27,780+34.8% | Added |
| Steward Partners Investment Advisory, LLC | 70,143 | $1.08M | 0.01% | +7,675+12.3% | Added |
| UBS Group AG | 61,157 | $940.0K | 0.00% | −7,897−11.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 48,136 | $739.9K | 0.00% | +4,053+9.2% | Added |
| Spire Wealth Management | 47,560 | $731.0K | 0.02% | −6,200−11.5% | Reduced |
| Cohen & Steers, Inc. | 39,846 | $612.0K | 0.00% | −152,787−79.3% | Reduced |
| Ameriprise Financial Inc | 34,632 | $532.3K | 0.00% | +1,117+3.3% | Added |
| Royal Bank of Canada | 32,103 | $493.0K | 0.00% | −8,940−21.8% | Reduced |
| Bank of America Corp | 31,602 | $485.7K | 0.00% | +3,493+12.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,470 | $468.0K | 0.00% | +1,210+4.1% | Added |
| GWM Advisors LLC | 25,565 | $392.9K | 0.00% | +4,022+18.7% | Added |
| Commonwealth Equity Services, LLC | 24,949 | $383.0K | 0.00% | +861+3.6% | Added |
| Raymond James Trust N.A. | 23,290 | $358.0K | 0.01% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 22,393 | $344.2K | 0.13% | −180,346−89.0% | Reduced |
| Cetera Investment Advisers | 19,147 | $294.3K | 0.00% | +40.0% | Added |
| NWF Advisory Services Inc. | 13,600 | $209.0K | 0.03% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 11,442 | $175.9K | 0.06% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 11,029 | $169.5K | 0.05% | +11,029 | New |
| David J Yvars Group | 11,000 | $167.2K | 0.10% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 10,790 | $165.8K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,592 | $162.8K | 0.00% | +10,592 | New |
| Gilliland Jeter Wealth Management LLC | 7,244 | $111.3K | 0.04% | +27+0.4% | Added |
| Larson Financial Group LLC | 6,553 | $100.7K | 0.01% | +4,553+227.7% | Added |
| Comerica Bank | 6,393 | $98.3K | 0.00% | +102+1.6% | Added |
| Ashton Thomas Securities, LLC | 4,000 | $61.5K | 0.01% | +4,000 | New |
| FNY Investment Advisers, LLC | 3,000 | $46.0K | 0.02% | +3,000 | New |
| Hexagon Capital Partners LLC | 1,921 | $29.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,381 | $21.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $15.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,000 | $15.4K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $15.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 948 | $14.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 371 | $5.64K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 348 | $5.35K | 0.00% | +8+2.4% | Added |
| Allworth Financial LP | 265 | $4.07K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 222 | $3.00K | 0.00% | +34+18.1% | Added |
| St Germain D J Co Inc | 125 | $1.92K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 636,378 | – | – | +596,286+1,487.3% | Added |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −3,676−100.0% | Sold out |
| ICA Group Wealth Management, LLC | – | – | – | – | Not filed |