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