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