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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
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 		$16.1K 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% +$13.1K 0.01% 210
2024
Q3 		$21.6K Buy
+22,528
New +$22.7K ﹤0.01% 150

Other funds holding NRGV

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Root Financial Partners's NRGV Position: Q1 2026 in Review

Root Financial Partners reduced its Energy Vault (NRGV) stake by 44% in Q1 2026, selling an estimated $41.3K and leaving 12,530 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Root Financial Partners first reported a position in NRGV in Q3 2024 and has held it in 7 quarters since. The position peaked at $104K in Q4 2025. 157 funds tracked by Wall St. Rank hold NRGV as of Q1 2026.

  • Root Financial Partners held 12,530 shares of Energy Vault worth $41.3K as of Q1 2026.
  • Root Financial Partners sold 10,000 Energy Vault shares in Q1 2026, an estimated $41.3K.
  • Energy Vault made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #962 holding.
  • Root Financial Partners first reported a position in Energy Vault in Q3 2024 and has held it in 7 quarters since.
  • Root Financial Partners's Energy Vault position peaked at $104K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Energy Vault as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.