Nuveen Core Equity AlphaJCE
13F holders, Q3 2025 (September 30)49holders +4
7new positions
4sold out
$15.79avg. 13F price*
At the end of Q3 2025, 49 institutions reported holding Nuveen Core Equity Alpha (JCE) in their 13F filings, up 4 from Q2 2025. 7 opened new positions and 4 sold out. The largest holders were Shaker Financial Services, LLC ($8.7M), Baird Financial Group, Inc. ($8.5M) and Raymond James Financial Inc. ($7.8M).
- Company
- Nuveen Core Equity Alpha
- CUSIP
- 67090X107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.7M |
| Exits | 4 | $1.4M |
All 13F filers, Q2 2025 → Q3 2025: 385,217 shares bought and 159,238 shares sold, net +225,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Shaker Financial Services, LLC | 2.97% | Add +2.3% | 540,238 | $8.7M |
| Baird Financial Group, Inc. | 0.01% | Add +4.9% | 541,865 | $8.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.4% | 494,192 | $7.8M |
| Morgan Stanley | 0.00% | Reduce -0.2% | 394,105 | $6.2M |
| Retirement Planning Group, LLC / NY | 3.25% | Reduce -3.3% | 270,699 | $4.3M |
| Guggenheim Capital LLC | 0.03% | Add +9.5% | 254,612 | $4.0M |
| Invesco Ltd. | 0.00% | Reduce -7.9% | 242,831 | $3.8M |
| Cornerstone Advisors, LLC | 0.09% | Add +217.7% | 181,517 | $2.9M |
| Osaic Holdings, Inc. | 0.00% | Add +1.9% | 174,547 | $2.7M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -1.8% | 125,071 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +0.0% | 103,726 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 98,203 | $1.5M |
| Wolverine Asset Management LLC | 0.11% | Add +239.3% | 97,115 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.5% | 90,727 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | New | 75,434 | $1.2M |
| UBS Group AG | 0.00% | Reduce -7.4% | 54,968 | $865K |
| International Assets Investment Management, LLC | 0.06% | Add +0.3% | 51,991 | $806K |
| Spire Wealth Management | 0.03% | Reduce -0.6% | 50,820 | $799K |
| Ameriprise Financial Inc. | 0.00% | Add +5.0% | 44,807 | $705K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 34,830 | $548K |
| Bank of America Corp. | 0.00% | Add +16.7% | 33,798 | $532K |
| NewEdge Advisors, LLC | 0.00% | Add +2.6% | 30,972 | $487K |
| Royal Bank of Canada | 0.00% | Reduce -9.7% | 30,634 | $482K |
| Cetera Investment Advisers | 0.00% | Add +16.6% | 28,395 | $447K |
| PMG Family Office LLC | 0.49% | — | 27,420 | $440K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.0% | 26,612 | $419K |
| Sowell Financial Services LLC | 0.01% | Add +22.6% | 14,658 | $231K |
| NWF Advisory Services Inc. | 0.02% | No change | 13,600 | $214K |
| Jane Street Group, LLC | 0.00% | New | 13,368 | $210K |
| Calamos Advisors LLC | 0.00% | Add +21.7% | 13,059 | $205K |
| Centurion Wealth Management LLC | 0.04% | Add +2.1% | 11,990 | $189K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +0.4% | 11,233 | $177K |
| Balyasny Asset Management L.P. | 0.00% | New | 11,122 | $175K |
| David J Yvars Group | 0.09% | No change | 11,000 | $171K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 10,790 | $170K |
| Rockefeller Capital Management L.P. | 0.00% | New | 8,604 | $135K |
| Comerica Bank | 0.00% | Add +1.6% | 6,813 | $107K |
| FNY Investment Advisers, LLC | 0.02% | No change | 3,000 | $47K |
| Eastern Bank | 0.00% | No change | 1,869 | $29K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 1,751 | $28K |
| Advisory Services Network, LLC | 0.00% | New | 1,721 | $27K |
| Cwm, LLC | 0.00% | No change | 1,316 | $21K |
| Centerpoint Advisors, LLC | 0.01% | No change | 1,000 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 948 | $15K |
| Allworth Financial LP | 0.00% | New | 400 | $6K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +2.2% | 378 | $6K |
| Colonial Trust Co / SC | 0.00% | No change | 371 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 146 | $2K |
| 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.