EWA
NRGV icon

EverSource Wealth Advisors’s Energy Vault NRGV Stock Holding History

EverSource Wealth Advisors’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 		$24 Buy
+5
New +$22 ﹤0.01% 4370
2025
Q3 		– Sell
-89
Closed -$64 – 4427
2025
Q2 		$64 Sell
89
-250
-74% -$202 ﹤0.01% 4171
2025
Q1 		$236 Buy
339
+321
+1,783% +$493 ﹤0.01% 3670
2024
Q4 		$41 Buy
+18
New +$30 ﹤0.01% 3657

Other funds holding NRGV

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Scoggin Management New York $935M AUM 301.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

EverSource Wealth Advisors's NRGV Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Energy Vault (NRGV) in Q2 2026: 5 shares worth $24. The stake represents ﹤0.01% of the portfolio and ranks #4370 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in NRGV as recently as Q2 2025.

EverSource Wealth Advisors first reported a position in NRGV in Q4 2024 and has held it in 4 quarters since. The position peaked at $236 in Q1 2025. 174 funds tracked by Wall St. Rank hold NRGV as of Q2 2026.

  • EverSource Wealth Advisors held 5 shares of Energy Vault worth $24 as of Q2 2026.
  • Energy Vault was a new EverSource Wealth Advisors position in Q2 2026.
  • Energy Vault made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4370 holding.
  • EverSource Wealth Advisors first reported a position in Energy Vault in Q4 2024 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Energy Vault position peaked at $236 in Q1 2025.
  • 174 funds tracked by Wall St. Rank held Energy Vault as of Q2 2026.

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