Annex Advisory Services
NVT icon

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
Q3 		$497K Buy
3,096
+12
+0.4% +$1.88K 0.01% 274
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% +$9.8K 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Annex Advisory Services's NVT Position: Q3 2026 in Review

Annex Advisory Services increased its nVent Electric (NVT) stake by 0.39% in Q3 2026, buying an estimated $1.88K and bringing the position to 3,096 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #274.

Annex Advisory Services first reported a position in NVT in Q1 2022 and has held it in 14 quarters since. The position peaked at $523K in Q2 2026. 800 funds tracked by Wall St. Rank hold NVT as of Q3 2026.

  • Annex Advisory Services held 3,096 shares of nVent Electric worth $497K as of Q3 2026.
  • Annex Advisory Services bought 12 nVent Electric shares in Q3 2026, an estimated $1.88K.
  • nVent Electric made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #274 holding.
  • Annex Advisory Services first reported a position in nVent Electric in Q1 2022 and has held it in 14 quarters since.
  • Annex Advisory Services's nVent Electric position peaked at $523K in Q2 2026.
  • 800 funds tracked by Wall St. Rank held nVent Electric as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.