Position in NVT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,582,142
New position
Shares Held
15,224
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#326
of 971 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 33%
Shared 0%
None 67%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $29,651,231 across 8 Electrical Equipment & Parts names. NVT ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
68,995 | $23,100,905 | |
| 2 | NVT |
nVent Electric plc
This page
|
15,224 | $2,582,142 | |
| 3 | POWL |
Powell Industries Inc
|
4,245 | $1,215,598 | |
| 4 | BE |
Bloom Energy Corp
|
3,468 | $1,049,763 | |
| 5 | ENS |
EnerSys
|
3,099 | $724,608 | |
| 6 | AYI |
Acuity Inc. (De)
|
1,621 | $610,565 | |
| 7 | ATKR |
Atkore Inc.
|
4,108 | $312,372 | |
| 8 | PLUG |
Plug Power Inc
|
20,398 | $55,278 |
All Filings in NVT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,582,142 | 15,224 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||