Cerity Partners
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Cerity Partners’s Energy Vault NRGV Stock Holding History

Cerity 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
Q1 		– Sell
-13,387
Closed -$61.7K – 3351
2025
Q4 		$61.7K Sell
13,387
-1,110
-8% -$4.25K ﹤0.01% 2794
2025
Q3 		$43.1K Sell
14,497
-4,463
-24% -$7.32K ﹤0.01% 2706
2025
Q2 		$13.6K Buy
18,960
+5,524
+41% +$4.46K ﹤0.01% 2613
2025
Q1 		$9.34K Buy
13,436
+1
+0% +$2 ﹤0.01% 2462
2024
Q4 		$30.6K Buy
13,435
+1
+0% +$2 ﹤0.01% 2393
2024
Q3 		$12.9K Buy
13,434
+47
+0.4% +$47 ﹤0.01% 2517
2024
Q2 		$12.7K Sell
13,387
-4,923
-27% -$6.11K ﹤0.01% 2212
2024
Q1 		$32.8K Buy
18,310
+4,923
+37% +$8.6K ﹤0.01% 2264
2023
Q4 		$31.2K Hold
13,387
– – ﹤0.01% 1827
2023
Q3 		$34.1K Sell
13,387
-326
-2% -$975 ﹤0.01% 1370
2023
Q2 		$37.4K Hold
13,713
– – ﹤0.01% 1586
2023
Q1 		$29.3K Buy
+13,713
New +$46.8K ﹤0.01% 1815

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

Cerity Partners's NRGV Position: Q1 2026 in Review

Cerity Partners sold out of Energy Vault (NRGV) in Q1 2026, closing a stake of 13,387 shares — an estimated $61.7K sold.

Cerity Partners first reported a position in NRGV in Q1 2023 and held it in 12 quarters. The position peaked at $61.7K in Q4 2025. 157 funds tracked by Wall St. Rank hold NRGV as of Q1 2026.

  • Cerity Partners reported no remaining Energy Vault position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 13,387 Energy Vault shares in Q1 2026, an estimated $61.7K.
  • Cerity Partners first reported a position in Energy Vault in Q1 2023 and held it in 12 quarters.
  • Cerity Partners's Energy Vault position peaked at $61.7K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Energy Vault as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.