SWGC
NVT icon

Summit Wealth Group (Colorado)’s nVent Electric NVT Stock Holding History

Summit Wealth Group (Colorado)’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
-8,103
Closed -$429K – 501
2025
Q3 		$429K Buy
+8,103
New +$704K 0.05% 287

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 $276B AUM 44.8% 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 $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Summit Wealth Group (Colorado)'s NVT Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of nVent Electric (NVT) in Q4 2025, closing a stake of 8,103 shares — an estimated $429K sold.

Summit Wealth Group (Colorado) first reported a position in NVT in Q3 2025 and held it in 1 quarter. The position peaked at $429K in Q3 2025. 750 funds tracked by Wall St. Rank hold NVT as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining nVent Electric position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 8,103 nVent Electric shares in Q4 2025, an estimated $429K.
  • Summit Wealth Group (Colorado) first reported a position in nVent Electric in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s nVent Electric position peaked at $429K in Q3 2025.
  • 750 funds tracked by Wall St. Rank held nVent Electric as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.