EWA
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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

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AF
Atala Financial Calabasas, California $165M AUM 23.16% 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. 20 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.
  • 20 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.