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, Q4 2024
Institutional positions in Nuveen Core Equity Alpha Fund as of Dec 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
- 42
- −3 vs. Q3 2024
- Shares held
- 3.60M
- +356.0K (+11.0%) vs. Q3 2024
- Total value
- $57.1M
- +$17.1M (+42.6%) vs. Q3 2024
- New holders
- 3
- 15 more added
- Sold out
- 6
- 11 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Nuveen Core Equity Alpha Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 528,774 | $8.41M | 0.02% | +17,785+3.5% | Added |
| Raymond James Financial Inc | 494,738 | $7.87M | 0.00% | +494,738 | New |
| Morgan Stanley | 338,213 | $5.38M | 0.00% | +26,746+8.6% | Added |
| Retirement Planning Group, LLC | 291,892 | $4.64M | 5.11% | +291,892 | New |
| Invesco Ltd. | 243,548 | $3.87M | 0.00% | +1,672+0.7% | Added |
| Guggenheim Capital LLC | 243,362 | $3.87M | 0.03% | +19,805+8.9% | Added |
| Shaker Financial Services, LLC | 197,446 | $3.14M | 1.20% | +175,053+781.7% | Added |
| Advisor Group Holdings, Inc. | 158,598 | $2.52M | 0.01% | +40,088+33.8% | Added |
| Capital Investment Advisors, LLC | 144,644 | $2.30M | 0.05% | −6,630−4.4% | Reduced |
| Wells Fargo & Company | 113,047 | $1.80M | 0.00% | −2,333−2.0% | Reduced |
| LPL Financial LLC | 106,932 | $1.70M | 0.00% | −3,285−3.0% | Reduced |
| Advisors Asset Management, Inc. | 105,731 | $1.68M | 0.03% | −64,388−37.8% | Reduced |
| Thrivent Financial for Lutherans | 105,393 | $1.64M | 0.00% | −2,152−2.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 83,693 | $1.33M | 0.01% | +13,550+19.3% | Added |
| UBS Group AG | 80,304 | $1.28M | 0.00% | +19,147+31.3% | Added |
| Spire Wealth Management | 46,810 | $744.3K | 0.02% | −750−1.6% | Reduced |
| International Assets Investment Management, LLC | 41,427 | $644.4K | 0.05% | −594,951−93.5% | Reduced |
| Ameriprise Financial Inc | 37,428 | $595.1K | 0.00% | +2,796+8.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 33,210 | $528.0K | 0.00% | +2,740+9.0% | Added |
| Bank of America Corp | 29,548 | $469.8K | 0.00% | −2,054−6.5% | Reduced |
| Royal Bank of Canada | 27,790 | $442.0K | 0.00% | −4,313−13.4% | Reduced |
| GWM Advisors LLC | 27,161 | $431.9K | 0.00% | +1,596+6.2% | Added |
| Cetera Investment Advisers | 25,876 | $411.4K | 0.00% | +6,729+35.1% | Added |
| Commonwealth Equity Services, LLC | 24,839 | $395.0K | 0.00% | −110−0.4% | Reduced |
| Centurion Wealth Management LLC | 11,490 | $182.7K | 0.06% | +461+4.2% | Added |
| MGB Wealth Management, LLC | 11,442 | $181.9K | 0.06% | 00.0% | Unchanged |
| David J Yvars Group | 11,000 | $173.0K | 0.11% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 10,790 | $171.6K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 6,595 | $104.9K | 0.00% | +202+3.2% | Added |
| Larson Financial Group LLC | 6,553 | $104.2K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,921 | $30.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,316 | $21.0K | 0.00% | −65−4.7% | Reduced |
| Centerpoint Advisors, LLC | 1,000 | $16.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $15.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,000 | $15.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 948 | $15.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 371 | $5.84K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 362 | $5.76K | 0.00% | +14+4.0% | Added |
| Transce3nd, LLC | 310 | $4.93K | 0.00% | +310 | New |
| Allworth Financial LP | 265 | $4.22K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 222 | $3.53K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 125 | $1.99K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −39,846−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,592−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −7,244−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |