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, Q3 2025
Institutional positions in Nuveen Core Equity Alpha Fund as of Sep 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
- 49
- +4 vs. Q2 2025
- Shares held
- 4.24M
- +253.4K (+6.4%) vs. Q2 2025
- Total value
- $66.9M
- +$4.90M (+7.9%) vs. Q2 2025
- New holders
- 8
- 19 more added
- Sold out
- 4
- 10 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Nuveen Core Equity Alpha Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 540,238 | $8.67M | 2.97% | +12,247+2.3% | Added |
| Baird Financial Group, Inc. | 541,865 | $8.52M | 0.01% | +25,231+4.9% | Added |
| Raymond James Financial Inc | 494,192 | $7.77M | 0.00% | −28,069−5.4% | Reduced |
| Morgan Stanley | 394,105 | $6.20M | 0.00% | −953−0.2% | Reduced |
| Retirement Planning Group, LLC | 270,699 | $4.35M | 3.25% | −9,111−3.3% | Reduced |
| Guggenheim Capital LLC | 254,612 | $4.01M | 0.03% | +22,136+9.5% | Added |
| Invesco Ltd. | 242,831 | $3.82M | 0.00% | −20,892−7.9% | Reduced |
| Cornerstone Advisors, LLC | 181,517 | $2.86M | 0.09% | +124,383+217.7% | Added |
| Advisor Group Holdings, Inc. | 174,547 | $2.74M | 0.00% | +3,179+1.9% | Added |
| Capital Investment Advisors, LLC | 125,071 | $1.97M | 0.03% | −2,350−1.8% | Reduced |
| Wells Fargo & Company | 103,726 | $1.63M | 0.00% | +340.0% | Added |
| LPL Financial LLC | 98,203 | $1.54M | 0.00% | −480−0.5% | Reduced |
| Wolverine Asset Management LLC | 97,115 | $1.53M | 0.02% | +68,496+239.3% | Added |
| Steward Partners Investment Advisory, LLC | 90,727 | $1.43M | 0.01% | +1,308+1.5% | Added |
| Thrivent Financial for Lutherans | 75,434 | $1.19M | 0.00% | +75,434 | New |
| UBS Group AG | 54,968 | $864.6K | 0.00% | −4,373−7.4% | Reduced |
| International Assets Investment Management, LLC | 51,991 | $806.4K | 0.06% | +170+0.3% | Added |
| Spire Wealth Management | 50,820 | $799.4K | 0.03% | −285−0.6% | Reduced |
| Ameriprise Financial Inc | 44,807 | $704.8K | 0.00% | +2,130+5.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 34,830 | $548.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 33,798 | $531.6K | 0.00% | +4,846+16.7% | Added |
| GWM Advisors LLC | 30,972 | $487.2K | 0.00% | +790+2.6% | Added |
| Royal Bank of Canada | 30,634 | $482.0K | 0.00% | −3,291−9.7% | Reduced |
| Cetera Investment Advisers | 28,395 | $446.7K | 0.00% | +4,037+16.6% | Added |
| PMG Family Office LLC | 27,420 | $440.0K | 0.49% | +27,420 | New |
| Commonwealth Equity Services, LLC | 26,612 | $419.0K | 0.00% | −1,997−7.0% | Reduced |
| Sowell Financial Services LLC | 14,658 | $230.6K | 0.01% | +2,697+22.5% | Added |
| NWF Advisory Services Inc. | 13,600 | $213.9K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,368 | $210.3K | 0.00% | +13,368 | New |
| Calamos Advisors LLC | 13,059 | $205.4K | 0.00% | +2,330+21.7% | Added |
| Centurion Wealth Management LLC | 11,990 | $188.6K | 0.04% | +245+2.1% | Added |
| J.W. Cole Advisors, Inc. | 11,233 | $176.7K | 0.00% | +48+0.4% | Added |
| Balyasny Asset Management LLC | 11,122 | $174.9K | 0.00% | +11,122 | New |
| David J Yvars Group | 11,000 | $170.7K | 0.09% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 10,790 | $169.7K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,604 | $135.3K | 0.00% | +8,604 | New |
| Comerica Bank | 6,813 | $107.2K | 0.00% | +107+1.6% | Added |
| FNY Investment Advisers, LLC | 3,000 | $47.0K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 1,869 | $29.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,751 | $27.5K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,721 | $27.1K | 0.00% | +1,721 | New |
| CWM, LLC | 1,316 | $21.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 948 | $14.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 400 | $6.29K | 0.00% | +400 | New |
| Thomas J. Herzfeld Advisors, Inc. | 378 | $5.95K | 0.00% | +8+2.2% | Added |
| Colonial Trust Co | 371 | $5.76K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 146 | $2.34K | 0.00% | +146 | New |
| St Germain D J Co Inc | 125 | $1.97K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −72,024−100.0% | Sold out |
| MGB Wealth Management, LLC | 0 | $0 | 0.00% | −11,442−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −3,719−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −252−100.0% | Sold out |