Edge Wealth Management’s Energy Vault NRGV Stock Holding History

Edge 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
2026 Q3	$219K	Buy	+55,000	New	+$202K	0.03%	79

Other funds holding NRGV

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Edge Wealth Management's NRGV Position: Q3 2026 in Review

Edge Wealth Management opened a new position in Energy Vault (NRGV) in Q3 2026: 55,000 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #79 among its holdings.

11 funds tracked by Wall St. Rank hold NRGV as of Q3 2026.

Edge Wealth Management held 55,000 shares of Energy Vault worth $219K as of Q3 2026.
Energy Vault was a new Edge Wealth Management position in Q3 2026.
Energy Vault made up 0.03% of Edge Wealth Management's portfolio in Q3 2026, its #79 holding.
11 funds tracked by Wall St. Rank held Energy Vault as of Q3 2026.

Based on Edge Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.