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Heartwood Wealth Advisors’s nVent Electric NVT Stock Holding History

Heartwood Wealth 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
2025
Q4 		– Sell
-24
Closed -$2.37K – 474
2025
Q3 		$2.37K Buy
+24
New +$2.08K ﹤0.01% 480

Other funds holding NVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Heartwood Wealth Advisors's NVT Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of nVent Electric (NVT) in Q4 2025, closing a stake of 24 shares — an estimated $2.37K sold.

Heartwood Wealth Advisors first reported a position in NVT in Q3 2025 and held it in 1 quarter. The position peaked at $2.37K in Q3 2025. 748 funds tracked by Wall St. Rank hold NVT as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining nVent Electric position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 24 nVent Electric shares in Q4 2025, an estimated $2.37K.
  • Heartwood Wealth Advisors first reported a position in nVent Electric in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's nVent Electric position peaked at $2.37K in Q3 2025.
  • 748 funds tracked by Wall St. Rank held nVent Electric as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.