CX Institutional NVT β€” NVENT ELECTRIC

Ownership history in CX Institutional  Β·  7 quarters on record

AI Ownership Summary

CX Institutional reported NVENT ELECTRIC (NVT) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows NVT at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NVT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CX Institutional's position in NVENT ELECTRIC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NVT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CX Institutional held NVT β€” position size vs. price
% of Fund (quarterly)    NVT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 3,353 +3 +0.1% 0.02% $569 2026-07-02 $152.15
2026 Q1 ADDED β€” β€” β€” 3,350 +254 +8.2% 0.01% $396 2026-04-06 $117.24
2025 Q4 REDUCED β€” β€” β€” 3,096 -88 -2.8% 0.01% $316K 2026-02-02 $115.62
2025 Q3 ADDED β€” β€” β€” 3,184 +2,154 +209.1% 0.01% $314K 2025-10-23 $100.28
2025 Q2 UNCHANGED β€” β€” β€” 1,030 β€” 0% 0.00% $75K 2025-07-11 $74.28
2025 Q1 ADDED β€” β€” β€” 1,030 +20 +2.0% 0.00% $54K 2025-04-15 $49.94
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding NVT

As of 2026 Q2 β€” sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.02% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About CX Institutional and NVT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CX Institutional reported owning NVT?

CX Institutional reported NVT across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported NVT position in CX Institutional's portfolio?

The largest reported portfolio weight for NVT was 0.02% in 2026 Q2.

What is the latest reported NVT position on this page?

The most recent filing on this page is 2026 Q2, when CX Institutional reported 3,353 shares, equal to 0.02% of portfolio, with an estimated market value of $569.

What does the chart on this NVT ownership page compare?

The chart compares CX Institutional's quarterly NVT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CX Institutional time their NVT position?

Based on 13F filing dates vs. subsequent NVT price moves, CX Institutional correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on NVT relative to SPY over the holding period was +88.5%.

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