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, Q1 2025
Institutional positions in Nuveen Core Equity Alpha Fund as of Mar 31, 2025. 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
- 44
- +2 vs. Q4 2024
- Shares held
- 3.82M
- +219.6K (+6.1%) vs. Q4 2024
- Total value
- $55.9M
- −$1.23M (−2.2%) vs. Q4 2024
- New holders
- 7
- 16 more added
- Sold out
- 5
- 9 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Nuveen Core Equity Alpha Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 524,571 | $7.65M | 0.01% | −4,203−0.8% | Reduced |
| Raymond James Financial Inc | 508,319 | $7.42M | 0.00% | +13,581+2.7% | Added |
| Morgan Stanley | 370,960 | $5.41M | 0.00% | +32,747+9.7% | Added |
| Shaker Financial Services, LLC | 347,176 | $5.16M | 2.01% | +149,730+75.8% | Added |
| Retirement Planning Group, LLC | 286,697 | $4.18M | 4.26% | −5,195−1.8% | Reduced |
| Invesco Ltd. | 249,969 | $3.65M | 0.00% | +6,421+2.6% | Added |
| Guggenheim Capital LLC | 228,075 | $3.33M | 0.03% | −15,287−6.3% | Reduced |
| Advisor Group Holdings, Inc. | 168,473 | $2.46M | 0.01% | +9,875+6.2% | Added |
| Capital Investment Advisors, LLC | 132,871 | $1.94M | 0.04% | −11,773−8.1% | Reduced |
| Wells Fargo & Company | 124,440 | $1.82M | 0.00% | +11,393+10.1% | Added |
| Thrivent Financial for Lutherans | 105,393 | $1.64M | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 104,088 | $1.52M | 0.03% | −1,643−1.6% | Reduced |
| LPL Financial LLC | 89,568 | $1.31M | 0.00% | −17,364−16.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 84,477 | $1.23M | 0.01% | +784+0.9% | Added |
| UBS Group AG | 60,415 | $881.5K | 0.00% | −19,889−24.8% | Reduced |
| Spire Wealth Management | 51,860 | $756.6K | 0.02% | +5,050+10.8% | Added |
| International Assets Investment Management, LLC | 49,377 | $720.4K | 0.06% | +7,950+19.2% | Added |
| Ameriprise Financial Inc | 39,867 | $581.7K | 0.00% | +2,439+6.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 34,830 | $508.0K | 0.00% | +1,620+4.9% | Added |
| Bank of America Corp | 29,836 | $435.3K | 0.00% | +288+1.0% | Added |
| GWM Advisors LLC | 28,230 | $411.9K | 0.00% | +1,069+3.9% | Added |
| Commonwealth Equity Services, LLC | 27,839 | $406.0K | 0.00% | +3,000+12.1% | Added |
| Royal Bank of Canada | 26,715 | $390.0K | 0.00% | −1,075−3.9% | Reduced |
| Cetera Investment Advisers | 25,425 | $370.9K | 0.00% | −451−1.7% | Reduced |
| MGB Wealth Management, LLC | 22,884 | $348.9K | 0.13% | +11,442+100.0% | Added |
| NWF Advisory Services Inc. | 13,600 | $198.4K | 0.03% | +13,600 | New |
| Centurion Wealth Management LLC | 11,490 | $182.7K | 0.06% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 11,135 | $162.5K | 0.01% | +11,135 | New |
| Sowell Financial Services LLC | 11,007 | $160.6K | 0.01% | +11,007 | New |
| David J Yvars Group | 11,000 | $158.6K | 0.12% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 10,790 | $157.4K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 6,595 | $96.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 6,100 | $89.0K | 0.00% | +6,100 | New |
| FNY Investment Advisers, LLC | 3,000 | $43.0K | 0.03% | +3,000 | New |
| Hexagon Capital Partners LLC | 1,921 | $28.0K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 1,869 | $27.3K | 0.00% | +1,869 | New |
| Elequin Capital LP | 1,438 | $21.0K | 0.00% | +1,438 | New |
| CWM, LLC | 1,316 | $19.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $15.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 948 | $13.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 371 | $5.35K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 362 | $5.29K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 252 | $3.68K | 0.00% | +30+13.5% | Added |
| St Germain D J Co Inc | 125 | $1.82K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −6,553−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −265−100.0% | Sold out |