Nuveen Core Equity AlphaJCE
13F holders, Q2 2026 (June 30)50holders
4new positions
3sold out
$16.42avg. 13F price*
At the end of Q2 2026, 50 institutions reported holding Nuveen Core Equity Alpha (JCE) in their 13F filings, unchanged from Q1 2026. 4 opened new positions and 3 sold out. The largest holders were Raymond James Financial Inc. ($9.5M), Shaker Financial Services, LLC ($8.7M) and Baird Financial Group, Inc. ($8.7M).
- Company
- Nuveen Core Equity Alpha
- CUSIP
- 67090X107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $326K |
| Exits | 3 | $120K |
All 13F filers, Q1 2026 → Q2 2026: 365,780 shares bought and 252,762 shares sold, net +113,018 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Raymond James Financial Inc. | 0.00% | Add +0.9% | 577,911 | $9.5M |
| Shaker Financial Services, LLC | 2.73% | Reduce -15.7% | 519,128 | $8.7M |
| Baird Financial Group, Inc. | 0.01% | Add +10.4% | 531,973 | $8.7M |
| 1607 Capital Partners, LLC | 0.72% | Add +74.6% | 503,250 | $8.2M |
| Morgan Stanley | 0.00% | Add +4.0% | 389,113 | $6.4M |
| Guggenheim Capital LLC | 0.03% | Add +0.2% | 318,259 | $5.2M |
| Retirement Planning Group, LLC / NY | 2.28% | Reduce -1.9% | 250,109 | $4.2M |
| Invesco Ltd. | 0.00% | Reduce -9.6% | 236,535 | $3.9M |
| Karpus Management, Inc. | 0.09% | Add +8.1% | 199,137 | $3.3M |
| Osaic Holdings, Inc. | 0.00% | Add +1.0% | 180,614 | $3.0M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -1.0% | 115,451 | $1.9M |
| Wells Fargo & Company | 0.00% | Reduce -1.1% | 107,704 | $1.8M |
| LPL Financial LLC | 0.00% | Add +3.1% | 92,831 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.8% | 91,508 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.9% | 80,761 | $1.3M |
| Advisors Asset Management, Inc. | 0.01% | Add +78.5% | 54,397 | $890K |
| International Assets Investment Management, LLC | 0.05% | Add +0.3% | 52,194 | $854K |
| Spire Wealth Management | 0.03% | No change | 51,574 | $844K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.8% | 45,744 | $748K |
| UBS Group AG | 0.00% | Add +8.3% | 44,534 | $729K |
| Z3 Capital Partners, LLC | 0.14% | Add +2.0% | 41,411 | $677K |
| Royal Bank of Canada | 0.00% | Add +1.7% | 33,347 | $546K |
| Bank of America Corp. | 0.00% | Reduce -6.8% | 33,348 | $546K |
| PMG Family Office LLC | 0.47% | Add +4.5% | 30,675 | $513K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.8% | 29,481 | $482K |
| Cetera Investment Advisers | 0.00% | Reduce -9.6% | 27,585 | $451K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.2% | 25,928 | $424K |
| NewEdge Advisors, LLC | 0.00% | Reduce -34.1% | 20,115 | $329K |
| Two Sigma Investments, LP | 0.00% | No change | 18,921 | $310K |
| Canal Capital Management, LLC | 0.04% | Add +62.2% | 18,116 | $296K |
| XTX Topco Ltd | 0.00% | New | 16,926 | $277K |
| Wolverine Asset Management LLC | 0.01% | Reduce -86.2% | 14,232 | $233K |
| Centurion Wealth Management LLC | 0.05% | Add +2.3% | 12,771 | $209K |
| NWF Advisory Services Inc. | 0.02% | Add +19.8% | 12,100 | $198K |
| Daymark Wealth Partners, LLC | 0.00% | No change | 10,790 | $177K |
| David J Yvars Group | 0.09% | No change | 11,000 | $175K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.2% | 10,317 | $169K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 9,363 | $153K |
| Fifth Third Bancorp | 0.00% | No change | 3,969 | $65K |
| FNY Investment Advisers, LLC | 0.02% | No change | 3,000 | $49K |
| Eastern Bank | 0.00% | No change | 1,869 | $31K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,751 | $29K |
| Centerpoint Advisors, LLC | 0.00% | No change | 1,000 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 948 | $16K |
| Jones Financial Companies LLLP | 0.00% | New | 978 | $15K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +2.3% | 402 | $7K |
| Colonial Trust Co / SC | 0.00% | No change | 371 | $6K |
| Institute for Wealth Management, LLC. | 0.00% | New | 300 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 125 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +4.4% | 95 | $2K |
"% of holder's portfolio" is JCE's weight in each manager's 13F, not the share of Nuveen Core Equity Alpha the manager owns.