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Allworth Financial’s Energy Vault NRGV Stock Holding History

Allworth Financial’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
Q1 		$218 Sell
66
-137
-67% -$565 ﹤0.01% 4911
2025
Q4 		$936 Buy
+203
New +$776 ﹤0.01% 4379

Other funds holding NRGV

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allworth Financial's NRGV Position: Q1 2026 in Review

Allworth Financial reduced its Energy Vault (NRGV) stake by 67% in Q1 2026, selling an estimated $565 and leaving 66 shares worth $218. The position accounts for ﹤0.01% of the portfolio, ranked #4911.

Allworth Financial first reported a position in NRGV in Q4 2025 and has held it in 2 quarters since. The position peaked at $936 in Q4 2025. 157 funds tracked by Wall St. Rank hold NRGV as of Q1 2026.

  • Allworth Financial held 66 shares of Energy Vault worth $218 as of Q1 2026.
  • Allworth Financial sold 137 Energy Vault shares in Q1 2026, an estimated $565.
  • Energy Vault made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4911 holding.
  • Allworth Financial first reported a position in Energy Vault in Q4 2025 and has held it in 2 quarters since.
  • Allworth Financial's Energy Vault position peaked at $936 in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Energy Vault as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.