Nuveen ESG Dividend (NUDV)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals for a capital-allocation analysis.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Ownership Map

Top 24 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders24of 5,944

Avg: 68

Uncrowded76th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.4x

50th percentile

14 buying10 selling

+4

New

-4

Closed

+26K

Net shares

Ownership Concentration

Top 5: 81.4%Top 10: 94.4%

CGC Financial Services,27.9%

Bond & Devick Financial Network,25.9%

Cambridge Investment Research Advisors,14.8%

eCIO,7.7%

Diversified Enterprises,5.1%

Others (19)18.6%

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Conviction-Weighted Ownership

Median weight: 0.08%Avg weight: 0.44%Max: 1.76%High conviction (>1%): 2

CGC Financial Services,

Bond & Devick Financial Network,

Cambridge Investment Research Advisors,

eCIO,

Diversified Enterprises,

GOLDMAN SACHS GROUP

COMMONWEALTH EQUITY SERVICES,

Mason & Associates

NATURAL INVESTMENTS,

True Link Financial Advisors,

Institutional Trends (8 Quarters)

No trend data available for this metric.

Crowding AnalysisCrowded

Holders24of 5,944

Avg: 68

Uncrowded76th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.4x

50th percentile

14 buying10 selling

+4

New

-4

Closed

+26K

Net shares

Ownership Concentration

Top 5: 81.4%Top 10: 94.4%

CGC Financial Services,27.9%

Bond & Devick Financial Network,25.9%

Cambridge Investment Research Advisors,14.8%

eCIO,7.7%

Diversified Enterprises,5.1%

Others (19)18.6%

Crowding AnalysisCrowded

Holders24of 5,944

Avg: 68

Uncrowded76th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.4x

50th percentile

14 buying10 selling

+4

New

-4

Closed

+26K

Net shares

Ownership Concentration

Top 5: 81.4%Top 10: 94.4%

CGC Financial Services,27.9%

Bond & Devick Financial Network,25.9%

Cambridge Investment Research Advisors,14.8%

eCIO,7.7%

Diversified Enterprises,5.1%

Others (19)18.6%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-09

$16,188

NUDV · +62%

$18,559

S&P 500 · +86%

−$2,371

behind the index

Total return (5Y)

+62%

S&P 500

+86%

vs. market

-24%

underperformed

Annualized

10.7%

mkt 13.9%

Volatility

13%

annualized

Beta

0.60

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

NUDVS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

NUDV (solid)S&P 500 (outline)Green = positive year, red = negative. Number = NUDV's return.

Beat the market

2 / 6 yrs

33% win rate

Best year

+18%

2024

Worst year

-8%

2022

Worst drawdown

-19%

recovered in 5 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -19%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 24 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 24 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position