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Bogart Wealth LLC’s Energy Vault NRGV Stock Holding History

Bogart Wealth LLC’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 		$91 Buy
+19
New +$85 ﹤0.01% 1943

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
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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

Bogart Wealth LLC's NRGV Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Energy Vault (NRGV) in Q2 2026: 19 shares worth $91. The stake represents ﹤0.01% of the portfolio and ranks #1943 among its holdings.

20 funds tracked by Wall St. Rank hold NRGV as of Q2 2026.

  • Bogart Wealth LLC held 19 shares of Energy Vault worth $91 as of Q2 2026.
  • Energy Vault was a new Bogart Wealth LLC position in Q2 2026.
  • Energy Vault made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1943 holding.
  • 20 funds tracked by Wall St. Rank held Energy Vault as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.