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Ballentine Partners’s Energy Vault NRGV Stock Holding History

Ballentine 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 		$116K Buy
24,587
+6,868
+39% +$30.7K ﹤0.01% 1045
2026
Q1 		$58.5K Buy
17,719
+22
+0.1% +$91 ﹤0.01% 1000
2025
Q4 		$81.6K Buy
+17,697
New +$67.7K ﹤0.01% 977

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
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
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Ballentine Partners's NRGV Position: Q2 2026 in Review

Ballentine Partners increased its Energy Vault (NRGV) stake by 39% in Q2 2026, buying an estimated $30.7K and bringing the position to 24,587 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Ballentine Partners first reported a position in NRGV in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold NRGV as of Q2 2026.

  • Ballentine Partners held 24,587 shares of Energy Vault worth $116K as of Q2 2026.
  • Ballentine Partners bought 6,868 Energy Vault shares in Q2 2026, an estimated $30.7K.
  • Energy Vault made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #1045 holding.
  • Ballentine Partners first reported a position in Energy Vault in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Energy Vault as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.