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BerganKDV Wealth Management’s Energy Vault NRGV Stock Holding History

BerganKDV Wealth Management’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
2023
Q2 		– Sell
-75
Closed -$161 – 1005
2023
Q1 		$161 Buy
+75
New +$256 ﹤0.01% 1036

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FWC
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BerganKDV Wealth Management's NRGV Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Energy Vault (NRGV) in Q2 2023, closing a stake of 75 shares — an estimated $161 sold.

BerganKDV Wealth Management first reported a position in NRGV in Q1 2023 and held it in 1 quarter. The position peaked at $161 in Q1 2023. 99 funds tracked by Wall St. Rank hold NRGV as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Energy Vault position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 75 Energy Vault shares in Q2 2023, an estimated $161.
  • BerganKDV Wealth Management first reported a position in Energy Vault in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's Energy Vault position peaked at $161 in Q1 2023.
  • 99 funds tracked by Wall St. Rank held Energy Vault as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.