BerganKDV Wealth Management’s nVent Electric NVT Stock Holding History

BerganKDV 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
2023 Q2	–	Sell	-25	Closed	-$1.07K	–	1009
2023 Q1	$1.07K	Hold	25	–	–	﹤0.01%	895
2022 Q4	$962	Sell	25 -1	-4%	-$37	﹤0.01%	884
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	913
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	922
2022 Q1	$1K	Hold	26	–	–	﹤0.01%	946
2021 Q4	$1K	Hold	26	–	–	﹤0.01%	1000
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	988
2021 Q2	$1K	Hold	26	–	–	﹤0.01%	936
2021 Q1	$1K	Hold	26	–	–	﹤0.01%	882
2020 Q4	$1K	Buy	+26	New	+$548	﹤0.01%	883

Other funds holding NVT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BerganKDV Wealth Management's NVT Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of nVent Electric (NVT) in Q2 2023, closing a stake of 25 shares — an estimated $1.07K sold.

BerganKDV Wealth Management first reported a position in NVT in Q4 2020 and held it in 10 quarters. The position peaked at $1.07K in Q1 2023. 493 funds tracked by Wall St. Rank hold NVT as of Q2 2023.

BerganKDV Wealth Management reported no remaining nVent Electric position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 25 nVent Electric shares in Q2 2023, an estimated $1.07K.
BerganKDV Wealth Management first reported a position in nVent Electric in Q4 2020 and held it in 10 quarters.
BerganKDV Wealth Management's nVent Electric position peaked at $1.07K in Q1 2023.
493 funds tracked by Wall St. Rank held nVent Electric as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.