AE Wealth Management’s nVent Electric NVT Stock Holding History

AE Wealth Management’s Portfolio NVT Stock Details NVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.48M	Buy	46,303 +40,029	+638%	+$4.54M	0.03%	397
2025 Q4	$640K	Buy	6,274 +1,751	+39%	+$182K	﹤0.01%	956
2025 Q3	$446K	Sell	4,523 -356	-7%	-$30.9K	﹤0.01%	1019
2025 Q2	$357K	Sell	4,879 -196	-4%	-$12K	﹤0.01%	1041
2025 Q1	$266K	Buy	+5,075	New	+$321K	﹤0.01%	1136
2024 Q1	–	Sell	-9,027	Closed	-$531K	–	1714
2023 Q4	$531K	Sell	9,027 -35	-0.4%	-$1.86K	﹤0.01%	1399
2023 Q3	$480K	Sell	9,062 -11,111	-55%	-$599K	﹤0.01%	1407
2023 Q2	$1.04M	Buy	20,173 +14,929	+285%	+$663K	0.01%	1079
2023 Q1	$225K	Sell	5,244 -14,702	-74%	-$620K	﹤0.01%	1678
2022 Q4	$767K	Sell	19,946 -59	-0.3%	-$2.18K	0.01%	1101
2022 Q3	$632K	Buy	+20,005	New	+$669K	0.01%	1128
2022 Q1	–	Sell	-21,825	Closed	-$829K	–	1770
2021 Q4	$829K	Sell	21,825 -2,304	-10%	-$81.8K	0.01%	1011
2021 Q3	$780K	Sell	24,129 -1,543	-6%	-$50K	0.01%	957
2021 Q2	$802K	Buy	+25,672	New	+$791K	0.01%	917

Other funds holding NVT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return