Farther Finance Advisors’s Energy Vault NRGV Stock Holding History

Farther Finance 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 Q3	$754	Sell	190 -805	-81%	-$2.96K	﹤0.01%	5662
2026 Q2	$4.69K	Sell	995 -5	-0.5%	-$22	﹤0.01%	4835
2026 Q1	$3.4K	Hold	1,000	–	–	﹤0.01%	4686
2025 Q4	$4.61K	Buy	+1,000	New	+$3.83K	﹤0.01%	4356
2024 Q1	–	Sell	-1	Closed	-$2	–	3682
2023 Q4	$2	Buy	+1	New	+$2	﹤0.01%	3543

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

EWM

Edge Wealth Management New York $666M AUM 17.64% 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's NRGV Position: Q3 2026 in Review

Farther Finance Advisors reduced its Energy Vault (NRGV) stake by 81% in Q3 2026, selling an estimated $2.96K and leaving 190 shares worth $754. The position accounts for ﹤0.01% of the portfolio, ranked #5662.

Farther Finance Advisors first reported a position in NRGV in Q4 2023 and has held it in 5 quarters since. The position peaked at $4.69K in Q2 2026. 11 funds tracked by Wall St. Rank hold NRGV as of Q3 2026.

Farther Finance Advisors held 190 shares of Energy Vault worth $754 as of Q3 2026.
Farther Finance Advisors sold 805 Energy Vault shares in Q3 2026, an estimated $2.96K.
Energy Vault made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5662 holding.
Farther Finance Advisors first reported a position in Energy Vault in Q4 2023 and has held it in 5 quarters since.
Farther Finance Advisors's Energy Vault position peaked at $4.69K in Q2 2026.
11 funds tracked by Wall St. Rank held Energy Vault as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.