Nuveen Core Equity AlphaJCE
13F holders, Q1 2025 (March 31)44holders +2
7new positions
5sold out
$14.65avg. 13F price*
At the end of Q1 2025, 44 institutions reported holding Nuveen Core Equity Alpha (JCE) in their 13F filings, up 2 from Q4 2024. 7 opened new positions and 5 sold out. The largest holders were Baird Financial Group, Inc. ($7.7M), Raymond James Financial Inc. ($7.4M) and Morgan Stanley ($5.4M).
- Company
- Nuveen Core Equity Alpha
- CUSIP
- 67090X107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $702K |
| Exits | 5 | $145K |
All 13F filers, Q4 2024 → Q1 2025: 305,568 shares bought and 86,008 shares sold, net +219,560 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Baird Financial Group, Inc. | 0.01% | Reduce -0.8% | 524,571 | $7.7M |
| Raymond James Financial Inc. | 0.00% | Add +2.8% | 508,319 | $7.4M |
| Morgan Stanley | 0.00% | Add +9.7% | 370,960 | $5.4M |
| Shaker Financial Services, LLC | 2.01% | Add +75.8% | 347,176 | $5.2M |
| Retirement Planning Group, LLC / NY | 4.26% | Reduce -1.8% | 286,697 | $4.2M |
| Invesco Ltd. | 0.00% | Add +2.6% | 249,969 | $3.6M |
| Guggenheim Capital LLC | 0.03% | Reduce -6.3% | 228,075 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Add +6.2% | 168,473 | $2.5M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -8.1% | 132,871 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +10.1% | 124,440 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | No change | 105,393 | $1.6M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -1.6% | 104,088 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -16.2% | 89,568 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.9% | 84,477 | $1.2M |
| UBS Group AG | 0.00% | Reduce -24.8% | 60,415 | $881K |
| Spire Wealth Management | 0.02% | Add +10.8% | 51,860 | $757K |
| International Assets Investment Management, LLC | 0.06% | Add +19.2% | 49,377 | $720K |
| Ameriprise Financial Inc. | 0.00% | Add +6.5% | 39,867 | $582K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.9% | 34,830 | $508K |
| Bank of America Corp. | 0.00% | Add +1.0% | 29,836 | $435K |
| NewEdge Advisors, LLC | 0.00% | Add +3.9% | 28,230 | $412K |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.1% | 27,839 | $406K |
| Royal Bank of Canada | 0.00% | Reduce -3.9% | 26,715 | $390K |
| Cetera Investment Advisers | 0.00% | Reduce -1.7% | 25,425 | $371K |
| MGB Wealth Management, LLC | 0.13% | Add +100.0% | 22,884 | $349K |
| NWF Advisory Services Inc. | 0.03% | New | 13,600 | $198K |
| Centurion Wealth Management LLC | 0.06% | No change | 11,490 | $183K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 11,135 | $162K |
| Sowell Financial Services LLC | 0.01% | New | 11,007 | $161K |
| David J Yvars Group | 0.12% | No change | 11,000 | $159K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 10,790 | $157K |
| Comerica Bank | 0.00% | No change | 6,595 | $96K |
| Cornerstone Advisors, LLC | 0.00% | New | 6,100 | $89K |
| FNY Investment Advisers, LLC | 0.03% | New | 3,000 | $43K |
| Hexagon Capital Partners LLC | 0.01% | No change | 1,921 | $28K |
| Eastern Bank | 0.00% | New | 1,869 | $27K |
| Elequin Capital, LP | 0.01% | New | 1,438 | $21K |
| Cwm, LLC | 0.00% | No change | 1,316 | $19K |
| Centerpoint Advisors, LLC | 0.01% | No change | 1,000 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 948 | $14K |
| Colonial Trust Co / SC | 0.00% | No change | 371 | $5K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | No change | 362 | $5K |
| Financial Management Professionals, Inc. | 0.00% | Add +13.5% | 252 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 125 | $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.