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 |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 95 | $1.60K | 0.00% | +4+4.4% | Added |
| St Germain D J Co Inc | 125 | $2.04K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 300 | $4.91K | 0.00% | +300 | New |
| Colonial Trust Co | 371 | $5.90K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 402 | $6.58K | 0.00% | +9+2.3% | Added |
| Jones Financial Companies LLLP | 978 | $15.4K | 0.00% | +978 | New |
| The PNC Financial Services Group, Inc. | 948 | $15.5K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,751 | $28.6K | 0.00% | +1,751 | New |
| Eastern Bank | 1,869 | $30.6K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,000 | $49.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,969 | $64.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 9,363 | $153.2K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 10,317 | $168.8K | 0.02% | +19+0.2% | Added |
| David J Yvars Group | 11,000 | $175.0K | 0.09% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 10,790 | $176.5K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 12,100 | $198.0K | 0.02% | +2,000+19.8% | Added |
| Centurion Wealth Management LLC | 12,771 | $208.9K | 0.05% | +291+2.3% | Added |
| Wolverine Asset Management LLC | 14,232 | $232.8K | 0.00% | −88,886−86.2% | Reduced |
| XTX Topco Ltd | 16,926 | $276.9K | 0.00% | +16,926 | New |
| Canal Capital Management, LLC | 18,116 | $296.4K | 0.04% | +6,944+62.2% | Added |
| Two Sigma Investments, LP | 18,921 | $309.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 20,115 | $329.1K | 0.00% | −10,400−34.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,928 | $424.0K | 0.00% | −63−0.2% | Reduced |
| Cetera Investment Advisers | 27,585 | $451.3K | 0.00% | −2,941−9.6% | Reduced |
| Commonwealth Equity Services, LLC | 29,481 | $482.3K | 0.00% | −5,547−15.8% | Reduced |
| PMG Family Office LLC | 30,675 | $512.9K | 0.47% | +1,306+4.4% | Added |
| Bank of America Corp | 33,348 | $545.6K | 0.00% | −2,444−6.8% | Reduced |
| Royal Bank of Canada | 33,347 | $546.0K | 0.00% | +561+1.7% | Added |
| Z3 Capital Partners, LLC | 41,411 | $677.5K | 0.14% | +818+2.0% | Added |
| UBS Group AG | 44,534 | $728.6K | 0.00% | +3,421+8.3% | Added |
| Ameriprise Financial Inc | 45,744 | $748.4K | 0.00% | −364−0.8% | Reduced |
| Spire Wealth Management | 51,574 | $843.8K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 52,194 | $854.4K | 0.05% | +169+0.3% | Added |
| Advisors Asset Management, Inc. | 54,397 | $889.9K | 0.01% | +23,914+78.5% | Added |
| Thrivent Financial for Lutherans | 80,761 | $1.31M | 0.00% | −5,095−5.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 91,508 | $1.50M | 0.01% | +730+0.8% | Added |
| LPL Financial LLC | 92,831 | $1.52M | 0.00% | +2,794+3.1% | Added |
| Wells Fargo & Company | 107,704 | $1.76M | 0.00% | −1,195−1.1% | Reduced |
| Capital Investment Advisors, LLC | 115,451 | $1.89M | 0.02% | −1,120−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 180,614 | $2.96M | 0.00% | +1,867+1.0% | Added |
| Karpus Management, Inc. | 199,137 | $3.26M | 0.09% | +14,941+8.1% | Added |
| Invesco Ltd. | 236,535 | $3.87M | 0.00% | −25,064−9.6% | Reduced |
| Retirement Planning Group, LLC | 250,109 | $4.18M | 2.28% | −4,969−1.9% | Reduced |
| Guggenheim Capital LLC | 318,259 | $5.21M | 0.03% | +691+0.2% | Added |
| Morgan Stanley | 389,113 | $6.37M | 0.00% | +14,874+4.0% | Added |
| 1607 Capital Partners, LLC | 503,250 | $8.23M | 0.72% | +215,039+74.6% | Added |
| Baird Financial Group, Inc. | 531,973 | $8.70M | 0.01% | +50,034+10.4% | Added |
| Shaker Financial Services, LLC | 519,128 | $8.71M | 2.73% | −96,536−15.7% | Reduced |
| Raymond James Financial Inc | 577,911 | $9.45M | 0.00% | +5,399+0.9% | 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 |