Whalen Wealth Management’s nVent Electric NVT Stock Holding History

Whalen Wealth Management’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
2024 Q4	–	Sell	-10,935	Closed	-$768K	–	165
2024 Q3	$768K	Buy	+10,935	New	+$755K	0.54%	44

Other funds holding NVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Whalen Wealth Management's NVT Position: Q4 2024 in Review

Whalen Wealth Management sold out of nVent Electric (NVT) in Q4 2024, closing a stake of 10,935 shares — an estimated $768K sold.

Whalen Wealth Management first reported a position in NVT in Q3 2024 and held it in 1 quarter. The position peaked at $768K in Q3 2024. 640 funds tracked by Wall St. Rank hold NVT as of Q4 2024.

Whalen Wealth Management reported no remaining nVent Electric position as of Q4 2024 after selling out during the quarter.
Whalen Wealth Management sold 10,935 nVent Electric shares in Q4 2024, an estimated $768K.
Whalen Wealth Management first reported a position in nVent Electric in Q3 2024 and held it in 1 quarter.
Whalen Wealth Management's nVent Electric position peaked at $768K in Q3 2024.
640 funds tracked by Wall St. Rank held nVent Electric as of Q4 2024.

Based on Whalen Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.