Kestra Advisory Services’s Energy Vault NRGV Stock Holding History

Kestra Advisory Services’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	$129K	Buy	+27,490	New	+$123K	﹤0.01%	3156

Other funds holding NRGV

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Kestra Advisory Services's NRGV Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Energy Vault (NRGV) in Q2 2026: 27,490 shares worth $129K. The stake represents ﹤0.01% of the portfolio and ranks #3156 among its holdings.

31 funds tracked by Wall St. Rank hold NRGV as of Q2 2026.

Kestra Advisory Services held 27,490 shares of Energy Vault worth $129K as of Q2 2026.
Energy Vault was a new Kestra Advisory Services position in Q2 2026.
Energy Vault made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3156 holding.
31 funds tracked by Wall St. Rank held Energy Vault as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.