Cetera Investment Advisers
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Cetera Investment Advisers’s Energy Vault NRGV Stock Holding History

Cetera Investment Advisers’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 		$135K Sell
41,044
-2,000
-5% -$8.25K ﹤0.01% 4376
2025
Q4 		$198K Buy
43,044
+20,500
+91% +$78.4K ﹤0.01% 4238
2025
Q3 		$67K Buy
22,544
+12,300
+120% +$20.2K ﹤0.01% 4395
2025
Q2 		$7.34K Hold
10,244
– – ﹤0.01% 4055
2025
Q1 		$7.12K Buy
+10,244
New +$15.7K ﹤0.01% 3948

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

Cetera Investment Advisers's NRGV Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Energy Vault (NRGV) stake by 4.6% in Q1 2026, selling an estimated $8.25K and leaving 41,044 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #4376.

Cetera Investment Advisers first reported a position in NRGV in Q1 2025 and has held it in 5 quarters since. The position peaked at $198K in Q4 2025. 157 funds tracked by Wall St. Rank hold NRGV as of Q1 2026.

  • Cetera Investment Advisers held 41,044 shares of Energy Vault worth $135K as of Q1 2026.
  • Cetera Investment Advisers sold 2,000 Energy Vault shares in Q1 2026, an estimated $8.25K.
  • Energy Vault made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4376 holding.
  • Cetera Investment Advisers first reported a position in Energy Vault in Q1 2025 and has held it in 5 quarters since.
  • Cetera Investment Advisers's Energy Vault position peaked at $198K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Energy Vault as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.