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HM Payson & Co’s Energy Vault NRGV Stock Holding History

HM Payson & Co’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 		$6.59K Hold
1,400
– – ﹤0.01% 963
2026
Q1 		$4.62K Hold
1,400
– – ﹤0.01% 984
2025
Q4 		$6.45K Sell
1,400
-600
-30% -$2.29K ﹤0.01% 961
2025
Q3 		$5.94K Hold
2,000
– – ﹤0.01% 934
2025
Q2 		$1.43K Hold
2,000
– – ﹤0.01% 946
2025
Q1 		$1.39K Hold
2,000
– – ﹤0.01% 987
2024
Q4 		$4.56K Hold
2,000
– – ﹤0.01% 909
2024
Q3 		$1.92K Hold
2,000
– – ﹤0.01% 972
2024
Q2 		$1.9K Buy
+2,000
New +$2.48K ﹤0.01% 931

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

HM Payson & Co's NRGV Position: Q2 2026 in Review

HM Payson & Co held its Energy Vault (NRGV) position steady in Q2 2026 at 1,400 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

HM Payson & Co first reported a position in NRGV in Q2 2024 and has held it in 9 quarters since. 20 funds tracked by Wall St. Rank hold NRGV as of Q2 2026.

  • HM Payson & Co held 1,400 shares of Energy Vault worth $6.59K as of Q2 2026.
  • HM Payson & Co left its Energy Vault share count unchanged in Q2 2026.
  • Energy Vault made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #963 holding.
  • HM Payson & Co first reported a position in Energy Vault in Q2 2024 and has held it in 9 quarters since.
  • 20 funds tracked by Wall St. Rank held Energy Vault as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.