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Abacus Wealth Partners’s Energy Vault NRGV Stock Holding History

Abacus Wealth Partners’s Portfolio NRGV Stock Details NRGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$218K Sell
46,384
-49,464
-52% -$221K 0.02% 301
2026
Q1 		$316K Sell
95,848
-4,160
-4% -$17.2K 0.03% 344
2025
Q4 		$461K Buy
+100,008
New +$383K 0.05% 236

Other funds holding NRGV

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Abacus Wealth Partners's NRGV Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Energy Vault (NRGV) stake by 52% in Q2 2026, selling an estimated $221K and leaving 46,384 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #301.

Abacus Wealth Partners first reported a position in NRGV in Q4 2025 and has held it in 3 quarters since. The position peaked at $461K in Q4 2025. 20 funds tracked by Wall St. Rank hold NRGV as of Q2 2026.

  • Abacus Wealth Partners held 46,384 shares of Energy Vault worth $218K as of Q2 2026.
  • Abacus Wealth Partners sold 49,464 Energy Vault shares in Q2 2026, an estimated $221K.
  • Energy Vault made up 0.02% of Abacus Wealth Partners's portfolio in Q2 2026, its #301 holding.
  • Abacus Wealth Partners first reported a position in Energy Vault in Q4 2025 and has held it in 3 quarters since.
  • Abacus Wealth Partners's Energy Vault position peaked at $461K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Energy Vault as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.