Annex Advisory Services’s nVent Electric NVT Stock Holding History

Annex Advisory Services’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 Q2	$523K	Sell	3,084 -86	-3%	-$13.4K	0.01%	255
2026 Q1	$375K	Sell	3,170 -73	-2%	-$8.29K	0.01%	285
2025 Q4	$331K	Buy	3,243 +94	+3%	+$9.76K	0.01%	280
2025 Q3	$311K	Sell	3,149 -403	-11%	-$35K	0.01%	254
2025 Q2	$260K	Buy	+3,552	New	+$218K	0.01%	272
2025 Q1	–	Sell	-3,586	Closed	-$244K	–	328
2024 Q4	$244K	Buy	3,586 +119	+3%	+$8.77K	0.01%	271
2024 Q3	$244K	Buy	3,467 +23	+0.7%	+$1.59K	0.01%	252
2024 Q2	$264K	Sell	3,444 -620	-15%	-$48.1K	0.01%	236
2024 Q1	$306K	Buy	4,064 +74	+2%	+$4.75K	0.01%	224
2023 Q4	$236K	Sell	3,990 -159	-4%	-$8.43K	0.01%	238
2023 Q3	$220K	Buy	4,149 +36	+0.9%	+$1.94K	0.01%	236
2023 Q2	$213K	Buy	+4,113	New	+$183K	0.01%	240
2022 Q2	–	Sell	-5,888	Closed	-$205K	–	266
2022 Q1	$205K	Buy	+5,888	New	+$206K	0.02%	235

Other funds holding NVT

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return