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, Q4 2025
Institutional positions in Nuveen Core Equity Alpha Fund as of Dec 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
- 50
- +1 vs. Q3 2025
- Shares held
- 4.41M
- +174.8K (+4.1%) vs. Q3 2025
- Total value
- $70.4M
- +$3.44M (+5.1%) vs. Q3 2025
- New holders
- 7
- 22 more added
- Sold out
- 6
- 14 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Nuveen Core Equity Alpha Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 571,685 | $9.11M | 0.01% | +29,820+5.5% | Added |
| Shaker Financial Services, LLC | 560,717 | $8.94M | 2.83% | +20,479+3.8% | Added |
| Raymond James Financial Inc | 536,748 | $8.56M | 0.00% | +42,556+8.6% | Added |
| Morgan Stanley | 383,571 | $6.11M | 0.00% | −10,534−2.7% | Reduced |
| Invesco Ltd. | 270,120 | $4.31M | 0.00% | +27,289+11.2% | Added |
| Guggenheim Capital LLC | 268,892 | $4.29M | 0.03% | +14,280+5.6% | Added |
| Retirement Planning Group, LLC | 268,115 | $4.27M | 2.92% | −2,584−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 181,869 | $2.90M | 0.00% | +7,322+4.2% | Added |
| Cornerstone Advisors, LLC | 141,473 | $2.26M | 0.08% | −40,044−22.1% | Reduced |
| Capital Investment Advisors, LLC | 116,571 | $1.86M | 0.03% | −8,500−6.8% | Reduced |
| LPL Financial LLC | 103,452 | $1.65M | 0.00% | +5,249+5.3% | Added |
| Wells Fargo & Company | 102,281 | $1.63M | 0.00% | −1,445−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 90,678 | $1.45M | 0.01% | −49−0.1% | Reduced |
| Wolverine Asset Management LLC | 90,018 | $1.43M | 0.02% | −7,097−7.3% | Reduced |
| Thrivent Financial for Lutherans | 73,256 | $1.18M | 0.00% | −2,178−2.9% | Reduced |
| UBS Group AG | 54,921 | $875.4K | 0.00% | −47−0.1% | Reduced |
| International Assets Investment Management, LLC | 53,002 | $844.8K | 0.06% | +1,011+1.9% | Added |
| Spire Wealth Management | 51,574 | $822.1K | 0.03% | +754+1.5% | Added |
| Karpus Management, Inc. | 49,077 | $782.3K | 0.02% | +49,077 | New |
| Ameriprise Financial Inc | 48,231 | $768.8K | 0.00% | +3,424+7.6% | Added |
| Z3 Capital Partners, LLC | 36,293 | $578.5K | 0.14% | +36,293 | New |
| Commonwealth Equity Services, LLC | 35,193 | $561.0K | 0.00% | +8,581+32.2% | Added |
| Bank of America Corp | 33,507 | $534.1K | 0.00% | −291−0.9% | Reduced |
| Royal Bank of Canada | 32,396 | $516.0K | 0.00% | +1,762+5.8% | Added |
| Cetera Investment Advisers | 30,521 | $486.5K | 0.00% | +2,126+7.5% | Added |
| GWM Advisors LLC | 29,653 | $472.7K | 0.00% | −1,319−4.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,492 | $438.0K | 0.00% | −7,338−21.1% | Reduced |
| PMG Family Office LLC | 27,445 | $437.5K | 0.51% | +25+0.1% | Added |
| Calamos Advisors LLC | 17,253 | $275.0K | 0.00% | +4,194+32.1% | Added |
| Sowell Financial Services LLC | 16,957 | $270.3K | 0.01% | +2,299+15.7% | Added |
| Centurion Wealth Management LLC | 12,480 | $198.9K | 0.04% | +490+4.1% | Added |
| NWF Advisory Services Inc. | 12,100 | $192.9K | 0.02% | −1,500−11.0% | Reduced |
| J.W. Cole Advisors, Inc. | 11,330 | $180.6K | 0.00% | +97+0.9% | Added |
| Canal Capital Management, LLC | 11,213 | $178.7K | 0.03% | +11,213 | New |
| Susquehanna International Group, LLP | 11,132 | $177.4K | 0.00% | +11,132 | New |
| David J Yvars Group | 11,000 | $177.0K | 0.09% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 10,790 | $172.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 9,363 | $149.2K | 0.00% | +759+8.8% | Added |
| Ronald Blue Trust, Inc. | 6,040 | $96.3K | 0.00% | +6,040 | New |
| CWM, LLC | 5,816 | $93.0K | 0.00% | +4,500+341.9% | Added |
| Comerica Bank | 3,969 | $63.3K | 0.00% | −2,844−41.7% | Reduced |
| Eastern Bank | 1,869 | $29.8K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 995 | $15.9K | 0.00% | +995 | New |
| The PNC Financial Services Group, Inc. | 948 | $15.1K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 393 | $6.27K | 0.00% | +15+4.0% | Added |
| Colonial Trust Co | 371 | $5.97K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 152 | $2.42K | 0.00% | +6+4.1% | Added |
| Northwestern Mutual Wealth Management Co | 147 | $2.34K | 0.00% | +147 | New |
| St Germain D J Co Inc | 125 | $1.99K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,368−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,122−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,751−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,721−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −400−100.0% | Sold out |