Nuveen’s ChargePoint CHPT Stock Holding History

Nuveen’s Portfolio CHPT Stock Details CHPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-62,714	Closed	-$759K	–	3295
2025 Q1	$759K	Hold	62,714	–	–	﹤0.01%	2754
2024 Q4	$1.34M	Hold	62,714	–	–	﹤0.01%	2562
2024 Q3	$1.72M	Sell	62,714 -13,838	-18%	-$481K	﹤0.01%	2491
2024 Q2	$2.31M	Buy	76,552 +887	+1%	+$28.9K	﹤0.01%	2311
2024 Q1	$2.88M	Buy	75,665 +11,312	+18%	+$444K	﹤0.01%	2235
2023 Q4	$3.01M	Buy	64,353 +25,738	+67%	+$1.44M	﹤0.01%	2223
2023 Q3	$3.84M	Sell	38,615 -9,899	-20%	-$1.44M	﹤0.01%	2000
2023 Q2	$8.53M	Buy	48,514 +13,561	+39%	+$2.38M	﹤0.01%	1612
2023 Q1	$7.32M	Sell	34,953 -25,066	-42%	-$5.46M	﹤0.01%	1667
2022 Q4	$11.4M	Buy	60,019 +1,656	+3%	+$402K	﹤0.01%	1400
2022 Q3	$17.2M	Buy	58,363 +26,257	+82%	+$7.97M	0.01%	1116
2022 Q2	$8.79M	Buy	32,106 +1,595	+5%	+$442K	﹤0.01%	1591
2022 Q1	$11.1M	Buy	30,511 +200	+0.7%	+$61.7K	﹤0.01%	1576
2021 Q4	$11.7M	Buy	30,311 +15,365	+103%	+$6.81M	﹤0.01%	1595
2021 Q3	$6.37M	Buy	14,946 +2,664	+22%	+$1.24M	﹤0.01%	2083
2021 Q2	$8.53M	Buy	+12,282	New	+$6.5M	﹤0.01%	1965

Other funds holding CHPT

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

SummitTX Capital Fort Worth, Texas $3.13B AUM 41.22% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return