Nuveen Core Equity AlphaJCE
13F holders, Q4 2025 (December 31)50holders +1
6new positions
6sold out
$15.94avg. 13F price*
At the end of Q4 2025, 50 institutions reported holding Nuveen Core Equity Alpha (JCE) in their 13F filings, up 1 from Q3 2025. 6 opened new positions and 6 sold out. The largest holders were Baird Financial Group, Inc. ($9.1M), Shaker Financial Services, LLC ($8.9M) and Raymond James Financial Inc. ($8.6M).
- Company
- Nuveen Core Equity Alpha
- CUSIP
- 67090X107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.3M |
| Exits | 6 | $493K |
All 13F filers, Q3 2025 → Q4 2025: 255,642 shares bought and 117,132 shares sold, net +138,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Baird Financial Group, Inc. | 0.01% | Add +5.5% | 571,685 | $9.1M |
| Shaker Financial Services, LLC | 2.83% | Add +3.8% | 560,717 | $8.9M |
| Raymond James Financial Inc. | 0.00% | Add +8.6% | 536,748 | $8.6M |
| Morgan Stanley | 0.00% | Reduce -2.7% | 383,571 | $6.1M |
| Invesco Ltd. | 0.00% | Add +11.2% | 270,120 | $4.3M |
| Guggenheim Capital LLC | 0.03% | Add +5.6% | 268,892 | $4.3M |
| Retirement Planning Group, LLC / NY | 2.92% | Reduce -0.9% | 268,115 | $4.3M |
| Osaic Holdings, Inc. | 0.00% | Add +4.2% | 181,869 | $2.9M |
| Cornerstone Advisors, LLC | 0.08% | Reduce -22.1% | 141,473 | $2.3M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -6.8% | 116,571 | $1.9M |
| LPL Financial LLC | 0.00% | Add +5.3% | 103,452 | $1.6M |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 102,281 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.1% | 90,678 | $1.4M |
| Wolverine Asset Management LLC | 0.08% | Reduce -7.3% | 90,018 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.9% | 73,256 | $1.2M |
| UBS Group AG | 0.00% | Reduce -0.1% | 54,921 | $875K |
| International Assets Investment Management, LLC | 0.06% | Add +1.9% | 53,002 | $845K |
| Spire Wealth Management | 0.03% | Add +1.5% | 51,574 | $822K |
| Karpus Management, Inc. | 0.02% | New | 49,077 | $782K |
| Ameriprise Financial Inc. | 0.00% | Add +7.6% | 48,231 | $769K |
| Z3 Capital Partners, LLC | 0.14% | — | 36,293 | $579K |
| Commonwealth Equity Services, LLC | 0.00% | Add +32.2% | 35,193 | $561K |
| Bank of America Corp. | 0.00% | Reduce -0.9% | 33,507 | $534K |
| Royal Bank of Canada | 0.00% | Add +5.8% | 32,396 | $516K |
| Cetera Investment Advisers | 0.00% | Add +7.5% | 30,521 | $486K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.3% | 29,653 | $473K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -21.1% | 27,492 | $438K |
| PMG Family Office LLC | 0.51% | Add +0.1% | 27,445 | $437K |
| Calamos Advisors LLC | 0.00% | Add +32.1% | 17,253 | $275K |
| Sowell Financial Services LLC | 0.01% | Add +15.7% | 16,957 | $270K |
| Centurion Wealth Management LLC | 0.04% | Add +4.1% | 12,480 | $199K |
| NWF Advisory Services Inc. | 0.02% | Reduce -11.0% | 12,100 | $193K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +0.9% | 11,330 | $181K |
| Canal Capital Management, LLC | 0.03% | New | 11,213 | $179K |
| Susquehanna International Group, LLP | 0.00% | New | 11,132 | $177K |
| David J Yvars Group | 0.09% | No change | 11,000 | $177K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 10,790 | $172K |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.8% | 9,363 | $149K |
| Blue Trust, Inc. | 0.00% | New | 6,040 | $96K |
| Cwm, LLC | 0.00% | Add +341.9% | 5,816 | $93K |
| Comerica Bank | 0.00% | Reduce -41.7% | 3,969 | $63K |
| Eastern Bank | 0.00% | No change | 1,869 | $30K |
| Centerpoint Advisors, LLC | 0.00% | No change | 1,000 | $16K |
| Indiana Trust & Investment Management Co | 0.00% | New | 995 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 948 | $15K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | Add +4.0% | 393 | $6K |
| Colonial Trust Co / SC | 0.00% | No change | 371 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +4.1% | 152 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 147 | $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.