Nuveen Preferred & Income SEJPS

13F holders, Q3 2024 (September 30)
2holders +1
1new positions
0sold out
$7.15avg. 13F price*

At the end of Q3 2024, 2 institutions reported holding Nuveen Preferred & Income SE (JPS) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Mathes Company, Inc. ($668K) and Financial Enhancement Group LLC ($419K).

Company
Nuveen Preferred & Income SE
CUSIP
67072C105
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 2Q1 2024Q2 2024: 1Q2 2024Q3 2024: 2Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions1$419K
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 69,186 shares bought and 3,954 shares sold, net +65,232 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Mathes Company, Inc. 0.24% Reduce -4.6% 82,771 $668K
Financial Enhancement Group LLC 0.08% New 69,186 $419K

"% of holder's portfolio" is JPS's weight in each manager's 13F, not the share of Nuveen Preferred & Income SE the manager owns.