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 2026
Institutional positions in Nuveen Core Equity Alpha Fund as of Mar 31, 2026. 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. Q4 2025
- Shares held
- 4.73M
- +316.5K (+7.2%) vs. Q4 2025
- Total value
- $70.2M
- −$158.9K (−0.2%) vs. Q4 2025
- New holders
- 7
- 15 more added
- Sold out
- 6
- 14 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Nuveen Core Equity Alpha Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 615,664 | $9.31M | 3.25% | +54,947+9.8% | Added |
| Raymond James Financial Inc | 572,512 | $8.46M | 0.00% | +35,764+6.7% | Added |
| Baird Financial Group, Inc. | 481,939 | $7.12M | 0.01% | −89,746−15.7% | Reduced |
| Morgan Stanley | 374,239 | $5.53M | 0.00% | −9,332−2.4% | Reduced |
| Guggenheim Capital LLC | 317,568 | $4.69M | 0.04% | +48,676+18.1% | Added |
| 1607 Capital Partners, LLC | 288,211 | $4.26M | 0.31% | +288,211 | New |
| Invesco Ltd. | 261,599 | $3.87M | 0.00% | −8,521−3.2% | Reduced |
| Retirement Planning Group, LLC | 255,078 | $3.86M | 2.49% | −13,037−4.9% | Reduced |
| Karpus Management, Inc. | 184,196 | $2.72M | 0.08% | +135,119+275.3% | Added |
| Advisor Group Holdings, Inc. | 178,747 | $2.64M | 0.00% | −3,122−1.7% | Reduced |
| Capital Investment Advisors, LLC | 116,571 | $1.72M | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 108,899 | $1.61M | 0.00% | +6,618+6.5% | Added |
| Wolverine Asset Management LLC | 103,118 | $1.52M | 0.02% | +13,100+14.6% | Added |
| Steward Partners Investment Advisory, LLC | 90,778 | $1.34M | 0.01% | +100+0.1% | Added |
| LPL Financial LLC | 90,037 | $1.33M | 0.00% | −13,415−13.0% | Reduced |
| Thrivent Financial for Lutherans | 85,856 | $1.26M | 0.00% | +12,600+17.2% | Added |
| International Assets Investment Management, LLC | 52,025 | $779.9K | 0.05% | −977−1.8% | Reduced |
| Spire Wealth Management | 51,574 | $762.3K | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 46,108 | $672.6K | 0.00% | −2,123−4.4% | Reduced |
| UBS Group AG | 41,113 | $607.6K | 0.00% | −13,808−25.1% | Reduced |
| Z3 Capital Partners, LLC | 40,593 | $600.0K | 0.15% | +4,300+11.8% | Added |
| Bank of America Corp | 35,792 | $529.0K | 0.00% | +2,285+6.8% | Added |
| Commonwealth Equity Services, LLC | 35,028 | $517.7K | 0.00% | −165−0.5% | Reduced |
| Royal Bank of Canada | 32,786 | $485.0K | 0.00% | +390+1.2% | Added |
| Cetera Investment Advisers | 30,526 | $451.2K | 0.00% | +50.0% | Added |
| GWM Advisors LLC | 30,515 | $451.0K | 0.00% | +862+2.9% | Added |
| Advisors Asset Management, Inc. | 30,483 | $450.5K | 0.01% | +30,483 | New |
| PMG Family Office LLC | 29,369 | $443.7K | 0.50% | +1,924+7.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,991 | $384.0K | 0.00% | −1,501−5.5% | Reduced |
| Two Sigma Investments, LP | 18,921 | $279.7K | 0.00% | +18,921 | New |
| Centurion Wealth Management LLC | 12,480 | $184.5K | 0.04% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 11,172 | $165.1K | 0.02% | −41−0.4% | Reduced |
| Daymark Wealth Partners, LLC | 10,790 | $159.5K | 0.01% | 00.0% | Unchanged |
| David J Yvars Group | 11,000 | $155.2K | 0.09% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 10,298 | $152.2K | 0.03% | +10,298 | New |
| NWF Advisory Services Inc. | 10,100 | $149.3K | 0.02% | −2,000−16.5% | Reduced |
| Rockefeller Capital Management L.P. | 9,363 | $138.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,040 | $89.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,816 | $86.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,969 | $58.7K | 0.00% | +3,969 | New |
| FNY Investment Advisers, LLC | 3,000 | $44.0K | 0.02% | +3,000 | New |
| Eastern Bank | 1,869 | $27.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,792 | $26.5K | 0.00% | +1,792 | New |
| Centerpoint Advisors, LLC | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 948 | $14.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 393 | $5.81K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 371 | $5.24K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 306 | $4.52K | 0.00% | +159+108.2% | Added |
| St Germain D J Co Inc | 125 | $1.85K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 91 | $1.41K | 0.00% | −61−40.1% | Reduced |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −141,473−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −17,253−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −16,957−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −11,330−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,132−100.0% | Sold out |
| Indiana Trust & Investment Management CO | 0 | $0 | 0.00% | −995−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |