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Crewe Advisors’s nVent Electric NVT Stock Holding History

Crewe Advisors’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 		– Sell
-25
Closed -$2.55K – 1108
2025
Q4 		$2.55K Buy
+25
New +$2.6K ﹤0.01% 837
2024
Q3 		– Sell
-78
Closed -$5.98K – 909
2024
Q2 		$5.98K Buy
+78
New +$6.05K ﹤0.01% 766
2023
Q4 		– Sell
-9
Closed -$477 – 609
2023
Q3 		$477 Buy
9
+2
+29% +$108 ﹤0.01% 388
2023
Q2 		$362 Buy
+7
New +$311 ﹤0.01% 661

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VCM
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VPM
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State Street
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
N
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