SFS
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Sowell Financial Services’s nVent Electric NVT Stock Holding History

Sowell Financial Services’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 		$467K Buy
3,945
+316
+9% +$35.9K 0.02% 657
2025
Q4 		$370K Buy
3,629
+1,025
+39% +$106K 0.01% 746
2025
Q3 		$257K Buy
+2,604
New +$226K 0.01% 876
2021
Q2 		– Sell
-7,694
Closed -$244K – 2000
2021
Q1 		$244K Buy
7,694
+72
+0.9% +$1.85K 0.01% 935
2020
Q4 		$178K Buy
7,622
+7,340
+2,603% +$155K 0.01% 898
2020
Q3 		$5K Hold
282
– – ﹤0.01% 2002
2020
Q2 		$5K Sell
282
-55
-16% -$1K ﹤0.01% 1905
2020
Q1 		$6K Hold
337
– – ﹤0.01% 1770
2019
Q4 		$9K Buy
337
+36
+12% +$837 ﹤0.01% 1723
2019
Q3 		$7K Buy
+301
New +$6.76K ﹤0.01% 1644

Other funds holding NVT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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