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, Q2 2025
Institutional positions in Nuveen Core Equity Alpha Fund as of Jun 30, 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
- 45
- +1 vs. Q1 2025
- Shares held
- 3.99M
- +169.3K (+4.4%) vs. Q1 2025
- Total value
- $62.0M
- +$6.12M (+11.0%) vs. Q1 2025
- New holders
- 3
- 20 more added
- Sold out
- 2
- 10 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Nuveen Core Equity Alpha Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 527,991 | $8.35M | 3.03% | +180,815+52.1% | Added |
| Raymond James Financial Inc | 522,261 | $8.10M | 0.00% | +13,942+2.7% | Added |
| Baird Financial Group, Inc. | 516,634 | $8.01M | 0.01% | −7,937−1.5% | Reduced |
| Morgan Stanley | 395,058 | $6.12M | 0.00% | +24,098+6.5% | Added |
| Retirement Planning Group, LLC | 279,810 | $4.43M | 3.89% | −6,887−2.4% | Reduced |
| Invesco Ltd. | 263,723 | $4.09M | 0.00% | +13,754+5.5% | Added |
| Guggenheim Capital LLC | 232,476 | $3.60M | 0.03% | +4,401+1.9% | Added |
| Advisor Group Holdings, Inc. | 171,368 | $2.66M | 0.00% | +2,895+1.7% | Added |
| Capital Investment Advisors, LLC | 127,421 | $1.98M | 0.04% | −5,450−4.1% | Reduced |
| Wells Fargo & Company | 103,692 | $1.61M | 0.00% | −20,748−16.7% | Reduced |
| LPL Financial LLC | 98,683 | $1.53M | 0.00% | +9,115+10.2% | Added |
| Steward Partners Investment Advisory, LLC | 89,419 | $1.39M | 0.01% | +4,942+5.9% | Added |
| Advisors Asset Management, Inc. | 72,024 | $1.12M | 0.02% | −32,064−30.8% | Reduced |
| UBS Group AG | 59,341 | $919.8K | 0.00% | −1,074−1.8% | Reduced |
| Cornerstone Advisors, LLC | 57,134 | $885.6K | 0.03% | +51,034+836.6% | Added |
| International Assets Investment Management, LLC | 51,821 | $803.2K | 0.06% | +2,444+4.9% | Added |
| Spire Wealth Management | 51,105 | $792.1K | 0.03% | −755−1.5% | Reduced |
| Ameriprise Financial Inc | 42,677 | $661.5K | 0.00% | +2,810+7.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 34,830 | $540.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 33,925 | $526.0K | 0.00% | +7,210+27.0% | Added |
| GWM Advisors LLC | 30,182 | $467.8K | 0.00% | +1,952+6.9% | Added |
| Bank of America Corp | 28,952 | $448.8K | 0.00% | −884−3.0% | Reduced |
| Wolverine Asset Management LLC | 28,619 | $443.6K | 0.01% | +28,619 | New |
| Commonwealth Equity Services, LLC | 28,609 | $443.0K | 0.00% | +770+2.8% | Added |
| Cetera Investment Advisers | 24,358 | $377.6K | 0.00% | −1,067−4.2% | Reduced |
| NWF Advisory Services Inc. | 13,600 | $210.8K | 0.03% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 11,961 | $185.4K | 0.01% | +954+8.7% | Added |
| Centurion Wealth Management LLC | 11,745 | $182.1K | 0.05% | +255+2.2% | Added |
| MGB Wealth Management, LLC | 11,442 | $177.4K | 0.06% | −11,442−50.0% | Reduced |
| J.W. Cole Advisors, Inc. | 11,185 | $173.4K | 0.00% | +50+0.4% | Added |
| David J Yvars Group | 11,000 | $167.3K | 0.10% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 10,790 | $167.2K | 0.01% | 00.0% | Unchanged |
| Calamos Advisors LLC | 10,729 | $166.3K | 0.00% | +10,729 | New |
| Comerica Bank | 6,706 | $103.9K | 0.00% | +111+1.7% | Added |
| Elequin Capital LP | 3,719 | $57.6K | 0.01% | +2,281+158.6% | Added |
| FNY Investment Advisers, LLC | 3,000 | $46.0K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 1,869 | $29.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,751 | $27.1K | 0.00% | +1,751 | New |
| CWM, LLC | 1,316 | $20.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $16.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 948 | $14.7K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 370 | $5.74K | 0.00% | +8+2.2% | Added |
| Colonial Trust Co | 371 | $5.64K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 252 | $3.99K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 125 | $1.94K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −105,393−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −1,921−100.0% | Sold out |