Nuveen Core Equity AlphaJCE
13F holders, Q1 2026 (March 31)50holders
7new positions
6sold out
$14.84avg. 13F price*
At the end of Q1 2026, 50 institutions reported holding Nuveen Core Equity Alpha (JCE) in their 13F filings, unchanged from Q4 2025. 7 opened new positions and 6 sold out. The largest holders were Shaker Financial Services, LLC ($9.3M), Raymond James Financial Inc. ($8.5M) and Baird Financial Group, Inc. ($7.1M).
- Company
- Nuveen Core Equity Alpha
- CUSIP
- 67090X107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.3M |
| Exits | 6 | $3.2M |
All 13F filers, Q4 2025 → Q1 2026: 673,523 shares bought and 356,989 shares sold, net +316,534 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Shaker Financial Services, LLC | 3.25% | Add +9.8% | 615,664 | $9.3M |
| Raymond James Financial Inc. | 0.00% | Add +6.7% | 572,512 | $8.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -15.7% | 481,939 | $7.1M |
| Morgan Stanley | 0.00% | Reduce -2.4% | 374,239 | $5.5M |
| Guggenheim Capital LLC | 0.04% | Add +18.1% | 317,568 | $4.7M |
| 1607 Capital Partners, LLC | 0.31% | New | 288,211 | $4.3M |
| Invesco Ltd. | 0.00% | Reduce -3.1% | 261,599 | $3.9M |
| Retirement Planning Group, LLC / NY | 2.49% | Reduce -4.9% | 255,078 | $3.9M |
| Karpus Management, Inc. | 0.08% | Add +275.3% | 184,196 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.7% | 178,747 | $2.6M |
| Capital Investment Advisors, LLC | 0.03% | No change | 116,571 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +6.5% | 108,899 | $1.6M |
| Wolverine Asset Management LLC | 0.08% | Add +14.6% | 103,118 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.1% | 90,778 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -13.0% | 90,037 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +17.2% | 85,856 | $1.3M |
| International Assets Investment Management, LLC | 0.05% | Reduce -1.8% | 52,025 | $780K |
| Spire Wealth Management | 0.03% | No change | 51,574 | $762K |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.4% | 46,108 | $673K |
| UBS Group AG | 0.00% | Reduce -25.1% | 41,113 | $608K |
| Z3 Capital Partners, LLC | 0.15% | Add +11.8% | 40,593 | $600K |
| Bank of America Corp. | 0.00% | Add +6.8% | 35,792 | $529K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.5% | 35,028 | $518K |
| Royal Bank of Canada | 0.00% | Add +1.2% | 32,786 | $485K |
| Cetera Investment Advisers | 0.00% | Add +0.0% | 30,526 | $451K |
| NewEdge Advisors, LLC | 0.00% | Add +2.9% | 30,515 | $451K |
| Advisors Asset Management, Inc. | 0.01% | New | 30,483 | $451K |
| PMG Family Office LLC | 0.50% | Add +7.0% | 29,369 | $444K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.5% | 25,991 | $384K |
| Two Sigma Investments, LP | 0.00% | New | 18,921 | $280K |
| Centurion Wealth Management LLC | 0.04% | No change | 12,480 | $184K |
| Canal Capital Management, LLC | 0.02% | Reduce -0.4% | 11,172 | $165K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 10,790 | $159K |
| David J Yvars Group | 0.09% | No change | 11,000 | $155K |
| Founders Financial Alliance, LLC | 0.03% | New | 10,298 | $152K |
| NWF Advisory Services Inc. | 0.02% | Reduce -16.5% | 10,100 | $149K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 9,363 | $138K |
| Blue Trust, Inc. | 0.00% | No change | 6,040 | $89K |
| Cwm, LLC | 0.00% | No change | 5,816 | $86K |
| Fifth Third Bancorp | 0.00% | New | 3,969 | $59K |
| FNY Investment Advisers, LLC | 0.02% | New | 3,000 | $44K |
| Eastern Bank | 0.00% | No change | 1,869 | $28K |
| Advisory Services Network, LLC | 0.00% | New | 1,792 | $26K |
| Centerpoint Advisors, LLC | 0.00% | No change | 1,000 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 948 | $14K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | No change | 393 | $6K |
| Colonial Trust Co / SC | 0.00% | No change | 371 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +108.2% | 306 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 125 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -40.1% | 91 | $1K |
"% of holder's portfolio" is JCE's weight in each manager's 13F, not the share of Nuveen Core Equity Alpha the manager owns.