Position in NVT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,796,624
+$3,319,926 QoQ
Shares Held
51,864
+12.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#206
of 970 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $14,473,329 across 6 Electrical Equipment & Parts names. NVT ranks #1 (60.8% of the industry book) .
All Filings in NVT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,796,624 | 51,864 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $5,476,698 | 46,303 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $639,746 | 6,274 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $446,138 | 4,523 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $357,382 | 4,879 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $266,020 | 5,075 | Shares | Other | 2025-05-06 | |
| 2023-12-31 | $533,404 | 9,027 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $480,195 | 9,062 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $1,042,338 | 20,173 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $225,177 | 5,244 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $767,322 | 19,946 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $632,358 | 20,005 | Shares | Sole | 2022-10-25 | |
| 2021-12-31 | $829,350 | 21,825 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $780,090 | 24,129 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $801,993 | 25,672 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||