Nuveen Core Equity AlphaJCE
13F holders, Q2 2025 (June 30)45holders +1
3new positions
2sold out
$15.56avg. 13F price*
At the end of Q2 2025, 45 institutions reported holding Nuveen Core Equity Alpha (JCE) in their 13F filings, up 1 from Q1 2025. 3 opened new positions and 2 sold out. The largest holders were Shaker Financial Services, LLC ($8.4M), Raymond James Financial Inc. ($8.1M) and Baird Financial Group, Inc. ($8.0M).
- Company
- Nuveen Core Equity Alpha
- CUSIP
- 67090X107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $637K |
| Exits | 2 | $1.7M |
All 13F filers, Q1 2025 → Q2 2025: 364,940 shares bought and 195,622 shares sold, net +169,318 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Shaker Financial Services, LLC | 3.03% | Add +52.1% | 527,991 | $8.4M |
| Raymond James Financial Inc. | 0.00% | Add +2.7% | 522,261 | $8.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.5% | 516,634 | $8.0M |
| Morgan Stanley | 0.00% | Add +6.5% | 395,058 | $6.1M |
| Retirement Planning Group, LLC / NY | 3.89% | Reduce -2.4% | 279,810 | $4.4M |
| Invesco Ltd. | 0.00% | Add +5.5% | 263,723 | $4.1M |
| Guggenheim Capital LLC | 0.03% | Add +1.9% | 232,476 | $3.6M |
| Osaic Holdings, Inc. | 0.00% | Add +1.7% | 171,368 | $2.7M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -4.1% | 127,421 | $2.0M |
| Wells Fargo & Company | 0.00% | Reduce -16.7% | 103,692 | $1.6M |
| LPL Financial LLC | 0.00% | Add +10.2% | 98,683 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +5.8% | 89,419 | $1.4M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -30.8% | 72,024 | $1.1M |
| UBS Group AG | 0.00% | Reduce -1.8% | 59,341 | $920K |
| Cornerstone Advisors, LLC | 0.03% | Add +836.6% | 57,134 | $886K |
| International Assets Investment Management, LLC | 0.06% | Add +5.0% | 51,821 | $803K |
| Spire Wealth Management | 0.03% | Reduce -1.5% | 51,105 | $792K |
| Ameriprise Financial Inc. | 0.00% | Add +7.0% | 42,677 | $661K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 34,830 | $540K |
| Royal Bank of Canada | 0.00% | Add +27.0% | 33,925 | $526K |
| NewEdge Advisors, LLC | 0.00% | Add +6.9% | 30,182 | $468K |
| Bank of America Corp. | 0.00% | Reduce -3.0% | 28,952 | $449K |
| Wolverine Asset Management LLC | 0.03% | New | 28,619 | $444K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.8% | 28,609 | $443K |
| Cetera Investment Advisers | 0.00% | Reduce -4.2% | 24,358 | $378K |
| NWF Advisory Services Inc. | 0.03% | No change | 13,600 | $211K |
| Sowell Financial Services LLC | 0.01% | Add +8.7% | 11,961 | $185K |
| Centurion Wealth Management LLC | 0.05% | Add +2.2% | 11,745 | $182K |
| MGB Wealth Management, LLC | 0.06% | Reduce -50.0% | 11,442 | $177K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +0.5% | 11,185 | $173K |
| David J Yvars Group | 0.10% | No change | 11,000 | $167K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 10,790 | $167K |
| Calamos Advisors LLC | 0.00% | New | 10,729 | $166K |
| Comerica Bank | 0.00% | Add +1.7% | 6,706 | $104K |
| Elequin Capital, LP | 0.02% | Add +158.6% | 3,719 | $58K |
| FNY Investment Advisers, LLC | 0.02% | No change | 3,000 | $46K |
| Eastern Bank | 0.00% | No change | 1,869 | $29K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,751 | $27K |
| Cwm, LLC | 0.00% | No change | 1,316 | $20K |
| Centerpoint Advisors, LLC | 0.01% | No change | 1,000 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 948 | $15K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +2.2% | 370 | $6K |
| Colonial Trust Co / SC | 0.00% | No change | 371 | $6K |
| Financial Management Professionals, Inc. | 0.00% | No change | 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.