Root Financial Partners’s Energy Vault NRGV Stock Holding History

Root Financial Partners’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	$22.1K	Sell	5,578 -6,952	-55%	-$25.5K	﹤0.01%	1499
2026 Q2	$59K	Hold	12,530	–	–	﹤0.01%	404
2026 Q1	$41.3K	Sell	12,530 -10,000	-44%	-$41.3K	﹤0.01%	962
2025 Q4	$104K	Hold	22,530	–	–	0.01%	457
2025 Q3	$66.9K	Hold	22,530	–	–	﹤0.01%	571
2025 Q2	$16.2K	Sell	22,530 -7,874	-26%	-$6.36K	﹤0.01%	252
2025 Q1	$21.1K	Hold	30,404	–	–	﹤0.01%	209
2024 Q4	$69.3K	Buy	30,404 +7,876	+35%	+$13K	0.01%	210
2024 Q3	$21.6K	Buy	+22,528	New	+$22.7K	﹤0.01%	150

Other funds holding NRGV

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return

Seven Mile Advisory Ewing, New Jersey $149M AUM 33.29% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Root Financial Partners's NRGV Position: Q3 2026 in Review

Root Financial Partners reduced its Energy Vault (NRGV) stake by 55% in Q3 2026, selling an estimated $25.5K and leaving 5,578 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Root Financial Partners first reported a position in NRGV in Q3 2024 and has held it in 9 quarters since. The position peaked at $104K in Q4 2025. 42 funds tracked by Wall St. Rank hold NRGV as of Q3 2026.

Root Financial Partners held 5,578 shares of Energy Vault worth $22.1K as of Q3 2026.
Root Financial Partners sold 6,952 Energy Vault shares in Q3 2026, an estimated $25.5K.
Energy Vault made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1499 holding.
Root Financial Partners first reported a position in Energy Vault in Q3 2024 and has held it in 9 quarters since.
Root Financial Partners's Energy Vault position peaked at $104K in Q4 2025.
42 funds tracked by Wall St. Rank held Energy Vault as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.