What smart money is saying about Hubbell
5 funds in our archive have pitched Hubbell, most recently Troy Asset Management Multi-Asset Strategy in July 2026.
Hubbell, Inc. engages in the designing, manufacturing, and sale of electrical and electronic products for non-residential and residential construction, industrial, and utility applications. It operates through the Electrical Solutions and Utility Solutions segments. The Electrical Solutions segment manufactures and sells wiring and electrical, lighting fixtures, and controls for indoor and outdoor applications as well as specialty lighting and communications products. The Utility Solutions segment is involved in the design, manufacture, and sale of electrical distribution, transmission, substation, and telecommunications products. The company was founded by Harvey Hubbell II in 1888 and is headquartered in Shelton, CT.
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Fund signal · last 12 months
5 lettersToo few moves on Hubbell yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q2 2025 and Q3 2026, 5 fund letters reported a position in Hubbell, with 3 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 0 | 1 |
| Q2 2026 | 3 | 2 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 2 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 5 positions · 3 moves
- July 2026
“Amphenol and Hubbell were among the Fund’s top performers, supported by AI infrastructure investment and growth in grid capital expenditure.”
Hubbell - July 2026
“Over the past 18 months, this has entailed purchases of the likes of Canadian National (CN), the railroad company, and Hubbell, the US manufacturer of components for the electric grid, which we wrote about in Investment Report 85 last summer.”
Hubbell “Hubbell holds a particular specialism in high voltage grid equipment, especially in the United States, while Prysmian manufactures the cable used in high voltage interconnectors and connections to new supply sources.”
Hubbell- New positionParnassus Investments Core Equity FundJune 2026
“We also purchased GE Vernova and Hubbell, which offer exposure to electrical infrastructure tied to growing AI-driven power demand.”
Hubbell - New positionParnassus Core Select ETF (PRCS)June 2026
“We also initiated positions in Hubbell, which offered exposure to electrical infrastructure tied to growing AI-driven power demand, as well as W. W. Grainger and Vulcan Materials, which we believe benefit from ongoing industrial and infrastructure demand.”
Hubbell
Fund coverage · 5 theses
Hubbell is a manufacturer of electric-grid components with exposure to infrastructure and manufacturing tailwinds and pricing power from a structurally advantaged competitive position.
Read the full thesisHubbell is a leading utility equipment provider with a strong market position and exposure to grid investment and AI-driven power demand.
Read the full thesis- Guinness Global Quality Mid CapDecember 2025
Hubbell is a diversified electrical products company with strong returns and tailwinds from grid modernization, data centers, and electrification at an attractive valuation.
Read the full thesis - Heartland Mid Cap Value FundJune 2025
Hubbell Inc is a leading electrical component manufacturer now attractively priced after a strategic shift towards utility markets, benefiting from ongoing demand for infrastructure upgrades.
Read the full thesis - Troy AMJune 2025
Hubbell is a reputable company with a strong track record and growth potential in the essential electrical equipment market, leveraging its competitive advantages to benefit from significant future grid investments.
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