Nuveen Preferred & IncomeNPFIETF
13F holders, Q1 2025 (March 31)5holders +1
2new positions
1sold out
$25.72avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Nuveen Preferred & Income (NPFI) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Nuveen, LLC ($39.5M), Berger Financial Group, Inc ($12.8M) and Centurion Wealth Management LLC ($6.3M).
- Company
- Nuveen Preferred & Income
- Filed as
- NUSHARES ETF TR (Q1 2025)
- CUSIP
- 67092P771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $12.8M |
| Exits | 1 | $499K |
All 13F filers, Q4 2024 → Q1 2025: 497,420 shares bought and 19,516 shares sold, net +477,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Nuveen, LLC | 0.01% | — | 1,534,812 | $39.5M |
| Berger Financial Group, Inc | 0.89% | New | 496,578 | $12.8M |
| Centurion Wealth Management LLC | 1.96% | No change | 245,418 | $6.3M |
| Cwm, LLC | 0.00% | Add +3.1% | 2,670 | $69K |
| UBS Group AG | 0.00% | New | 761 | $20K |
"% of holder's portfolio" is NPFI's weight in each manager's 13F, not the share of Nuveen Preferred & Income the manager owns.