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 2026
Institutional positions in Nuveen Core Equity Alpha Fund as of Jun 30, 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. Q1 2026
- Shares held
- 4.83M
- +113.0K (+2.4%) vs. Q1 2026
- Total value
- $79.4M
- +$9.32M (+13.3%) vs. Q1 2026
- New holders
- 4
- 21 more added
- Sold out
- 3
- 13 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Nuveen Core Equity Alpha Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 577,911 | $9.45M | 0.00% | +5,399+0.9% | Added |
| Shaker Financial Services, LLC | 519,128 | $8.71M | 2.73% | −96,536−15.7% | Reduced |
| Baird Financial Group, Inc. | 531,973 | $8.70M | 0.01% | +50,034+10.4% | Added |
| 1607 Capital Partners, LLC | 503,250 | $8.23M | 0.72% | +215,039+74.6% | Added |
| Morgan Stanley | 389,113 | $6.37M | 0.00% | +14,874+4.0% | Added |
| Guggenheim Capital LLC | 318,259 | $5.21M | 0.03% | +691+0.2% | Added |
| Retirement Planning Group, LLC | 250,109 | $4.18M | 2.28% | −4,969−1.9% | Reduced |
| Invesco Ltd. | 236,535 | $3.87M | 0.00% | −25,064−9.6% | Reduced |
| Karpus Management, Inc. | 199,137 | $3.26M | 0.09% | +14,941+8.1% | Added |
| Advisor Group Holdings, Inc. | 180,614 | $2.96M | 0.00% | +1,867+1.0% | Added |
| Capital Investment Advisors, LLC | 115,451 | $1.89M | 0.02% | −1,120−1.0% | Reduced |
| Wells Fargo & Company | 107,704 | $1.76M | 0.00% | −1,195−1.1% | Reduced |
| LPL Financial LLC | 92,831 | $1.52M | 0.00% | +2,794+3.1% | Added |
| Steward Partners Investment Advisory, LLC | 91,508 | $1.50M | 0.01% | +730+0.8% | Added |
| Thrivent Financial for Lutherans | 80,761 | $1.31M | 0.00% | −5,095−5.9% | Reduced |
| Advisors Asset Management, Inc. | 54,397 | $889.9K | 0.01% | +23,914+78.5% | Added |
| International Assets Investment Management, LLC | 52,194 | $854.4K | 0.05% | +169+0.3% | Added |
| Spire Wealth Management | 51,574 | $843.8K | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 45,744 | $748.4K | 0.00% | −364−0.8% | Reduced |
| UBS Group AG | 44,534 | $728.6K | 0.00% | +3,421+8.3% | Added |
| Z3 Capital Partners, LLC | 41,411 | $677.5K | 0.14% | +818+2.0% | Added |
| Royal Bank of Canada | 33,347 | $546.0K | 0.00% | +561+1.7% | Added |
| Bank of America Corp | 33,348 | $545.6K | 0.00% | −2,444−6.8% | Reduced |
| PMG Family Office LLC | 30,675 | $512.9K | 0.47% | +1,306+4.4% | Added |
| Commonwealth Equity Services, LLC | 29,481 | $482.3K | 0.00% | −5,547−15.8% | Reduced |
| Cetera Investment Advisers | 27,585 | $451.3K | 0.00% | −2,941−9.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,928 | $424.0K | 0.00% | −63−0.2% | Reduced |
| GWM Advisors LLC | 20,115 | $329.1K | 0.00% | −10,400−34.1% | Reduced |
| Two Sigma Investments, LP | 18,921 | $309.5K | 0.00% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 18,116 | $296.4K | 0.04% | +6,944+62.2% | Added |
| XTX Topco Ltd | 16,926 | $276.9K | 0.00% | +16,926 | New |
| Wolverine Asset Management LLC | 14,232 | $232.8K | 0.00% | −88,886−86.2% | Reduced |
| Centurion Wealth Management LLC | 12,771 | $208.9K | 0.05% | +291+2.3% | Added |
| NWF Advisory Services Inc. | 12,100 | $198.0K | 0.02% | +2,000+19.8% | Added |
| Daymark Wealth Partners, LLC | 10,790 | $176.5K | 0.00% | 00.0% | Unchanged |
| David J Yvars Group | 11,000 | $175.0K | 0.09% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 10,317 | $168.8K | 0.02% | +19+0.2% | Added |
| Rockefeller Capital Management L.P. | 9,363 | $153.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,969 | $64.9K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,000 | $49.0K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 1,869 | $30.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,751 | $28.6K | 0.00% | +1,751 | New |
| Centerpoint Advisors, LLC | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 948 | $15.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 978 | $15.4K | 0.00% | +978 | New |
| Thomas J. Herzfeld Advisors, Inc. | 402 | $6.58K | 0.00% | +9+2.3% | Added |
| Colonial Trust Co | 371 | $5.90K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 300 | $4.91K | 0.00% | +300 | New |
| St Germain D J Co Inc | 125 | $2.04K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 95 | $1.60K | 0.00% | +4+4.4% | Added |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −6,040−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,792−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −306−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |