Position in NVT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$258,316
+$52,628 QoQ
Shares Held
1,523
-12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#705
of 970 holders
Holding Since
Mar 2024
7 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, 2026Phillips Wealth Planners LLC holds $479,106 across 2 Electrical Equipment & Parts names. NVT ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVT |
nVent Electric plc
This page
|
1,523 | $258,316 | |
| 2 | HUBB |
Hubbell Inc
|
422 | $220,790 |
All Filings in NVT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,316 | 1,523 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $205,688 | 1,739 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $239,935 | 2,353 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $239,695 | 2,430 | Shares | Defined | 2025-11-07 | |
| 2024-09-30 | $192,652 | 2,742 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $209,988 | 2,741 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $213,155 | 2,827 | Shares | Defined | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||