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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 125 | $1.92K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 222 | $3.00K | 0.00% | +34+18.1% | Added |
| Allworth Financial LP | 265 | $4.07K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 348 | $5.35K | 0.00% | +8+2.4% | Added |
| Colonial Trust Co | 371 | $5.64K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 948 | $14.6K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $15.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,000 | $15.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $15.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,381 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,921 | $29.5K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,000 | $46.0K | 0.02% | +3,000 | New |
| Ashton Thomas Securities, LLC | 4,000 | $61.5K | 0.01% | +4,000 | New |
| Comerica Bank | 6,393 | $98.3K | 0.00% | +102+1.6% | Added |
| Larson Financial Group LLC | 6,553 | $100.7K | 0.01% | +4,553+227.7% | Added |
| Gilliland Jeter Wealth Management LLC | 7,244 | $111.3K | 0.04% | +27+0.4% | Added |
| Susquehanna International Group, LLP | 10,592 | $162.8K | 0.00% | +10,592 | New |
| Daymark Wealth Partners, LLC | 10,790 | $165.8K | 0.01% | 00.0% | Unchanged |
| David J Yvars Group | 11,000 | $167.2K | 0.10% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 11,029 | $169.5K | 0.05% | +11,029 | New |
| MGB Wealth Management, LLC | 11,442 | $175.9K | 0.06% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 13,600 | $209.0K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 19,147 | $294.3K | 0.00% | +40.0% | Added |
| Shaker Financial Services, LLC | 22,393 | $344.2K | 0.13% | −180,346−89.0% | Reduced |
| Raymond James Trust N.A. | 23,290 | $358.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 24,949 | $383.0K | 0.00% | +861+3.6% | Added |
| GWM Advisors LLC | 25,565 | $392.9K | 0.00% | +4,022+18.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,470 | $468.0K | 0.00% | +1,210+4.1% | Added |
| Bank of America Corp | 31,602 | $485.7K | 0.00% | +3,493+12.4% | Added |
| Royal Bank of Canada | 32,103 | $493.0K | 0.00% | −8,940−21.8% | Reduced |
| Ameriprise Financial Inc | 34,632 | $532.3K | 0.00% | +1,117+3.3% | Added |
| Cohen & Steers, Inc. | 39,846 | $612.0K | 0.00% | −152,787−79.3% | Reduced |
| Spire Wealth Management | 47,560 | $731.0K | 0.02% | −6,200−11.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 48,136 | $739.9K | 0.00% | +4,053+9.2% | Added |
| UBS Group AG | 61,157 | $940.0K | 0.00% | −7,897−11.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 70,143 | $1.08M | 0.01% | +7,675+12.3% | Added |
| Thrivent Financial for Lutherans | 107,545 | $1.69M | 0.00% | +27,780+34.8% | Added |
| LPL Financial LLC | 110,217 | $1.69M | 0.00% | +2,372+2.2% | Added |
| Wells Fargo & Company | 115,380 | $1.77M | 0.00% | +9,339+8.8% | Added |
| Advisor Group Holdings, Inc. | 118,510 | $1.82M | 0.00% | +34,139+40.5% | Added |
| Capital Investment Advisors, LLC | 151,274 | $2.33M | 0.05% | +1,324+0.9% | Added |
| Advisors Asset Management, Inc. | 170,119 | $2.61M | 0.05% | −21,705−11.3% | Reduced |
| Guggenheim Capital LLC | 223,557 | $3.44M | 0.02% | +10,901+5.1% | Added |
| Invesco Ltd. | 241,876 | $3.72M | 0.00% | +24,941+11.5% | Added |
| Morgan Stanley | 311,467 | $4.79M | 0.00% | −899−0.3% | Reduced |
| Raymond James & Associates | 415,191 | $6.38M | 0.00% | −27,368−6.2% | Reduced |
| Baird Financial Group, Inc. | 510,989 | $7.85M | 0.02% | +510,989 | New |
| 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 |