CFO
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Callan Family Office’s Energy Vault NRGV Stock Holding History

Callan Family Office’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 		$110K Sell
33,482
-11,594
-26% -$47.8K ﹤0.01% 1089
2025
Q4 		$208K Buy
45,076
+13,368
+42% +$51.1K ﹤0.01% 1047
2025
Q3 		$94.2K Hold
31,708
– – ﹤0.01% 830
2025
Q2 		$22.7K Buy
+31,708
New +$25.6K ﹤0.01% 910

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

Callan Family Office's NRGV Position: Q1 2026 in Review

Callan Family Office reduced its Energy Vault (NRGV) stake by 26% in Q1 2026, selling an estimated $47.8K and leaving 33,482 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Callan Family Office first reported a position in NRGV in Q2 2025 and has held it in 4 quarters since. The position peaked at $208K in Q4 2025. 157 funds tracked by Wall St. Rank hold NRGV as of Q1 2026.

  • Callan Family Office held 33,482 shares of Energy Vault worth $110K as of Q1 2026.
  • Callan Family Office sold 11,594 Energy Vault shares in Q1 2026, an estimated $47.8K.
  • Energy Vault made up ﹤0.01% of Callan Family Office's portfolio in Q1 2026, its #1089 holding.
  • Callan Family Office first reported a position in Energy Vault in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Energy Vault position peaked at $208K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Energy Vault as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.