Capital & Planning LLC’s nVent Electric NVT Stock Holding History

Capital & Planning LLC’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
2025 Q1	–	Sell	-85	Closed	-$5.79K	–	128
2024 Q4	$5.79K	Buy	+85	New	+$6.26K	﹤0.01%	115

Other funds holding NVT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Capital & Planning LLC's NVT Position: Q1 2025 in Review

Capital & Planning LLC sold out of nVent Electric (NVT) in Q1 2025, closing a stake of 85 shares — an estimated $5.79K sold.

Capital & Planning LLC first reported a position in NVT in Q4 2024 and held it in 1 quarter. The position peaked at $5.79K in Q4 2024. 617 funds tracked by Wall St. Rank hold NVT as of Q1 2025.

Capital & Planning LLC reported no remaining nVent Electric position as of Q1 2025 after selling out during the quarter.
Capital & Planning LLC sold 85 nVent Electric shares in Q1 2025, an estimated $5.79K.
Capital & Planning LLC first reported a position in nVent Electric in Q4 2024 and held it in 1 quarter.
Capital & Planning LLC's nVent Electric position peaked at $5.79K in Q4 2024.
617 funds tracked by Wall St. Rank held nVent Electric as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.