Stifel Financial
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Stifel Financial’s Energy Vault NRGV Stock Holding History

Stifel Financial’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 		$236K Buy
71,470
+22,816
+47% +$94.1K ﹤0.01% 3330
2025
Q4 		$224K Sell
48,654
-19,695
-29% -$75.3K ﹤0.01% 3322
2025
Q3 		$203K Sell
68,349
-191
-0.3% -$313 ﹤0.01% 3337
2025
Q2 		$49.1K Sell
68,540
-725
-1% -$586 ﹤0.01% 3417
2025
Q1 		$48.2K Buy
69,265
+2,396
+4% +$3.68K ﹤0.01% 3356
2024
Q4 		$152K Sell
66,869
-57,083
-46% -$94.6K ﹤0.01% 3201
2024
Q3 		$119K Sell
123,952
-42,274
-25% -$42.5K ﹤0.01% 3220
2024
Q2 		$158K Buy
166,226
+93,380
+128% +$116K ﹤0.01% 3151
2024
Q1 		$130K Sell
72,846
-9,372
-11% -$16.4K ﹤0.01% 3157
2023
Q4 		$192K Sell
82,218
-7,505
-8% -$17.3K ﹤0.01% 3068
2023
Q3 		$229K Sell
89,723
-6,377
-7% -$19.1K ﹤0.01% 2926
2023
Q2 		$262K Buy
96,100
+2,170
+2% +$4.57K ﹤0.01% 2908
2023
Q1 		$201K Buy
93,930
+76,461
+438% +$261K ﹤0.01% 3046
2022
Q4 		$54.5K Buy
17,469
+144
+0.8% +$534 ﹤0.01% 3183
2022
Q3 		$91K Buy
+17,325
New +$94.1K ﹤0.01% 3119

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

Stifel Financial's NRGV Position: Q1 2026 in Review

Stifel Financial increased its Energy Vault (NRGV) stake by 47% in Q1 2026, buying an estimated $94.1K and bringing the position to 71,470 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #3330.

Stifel Financial first reported a position in NRGV in Q3 2022 and has held it in 15 quarters since. The position peaked at $262K in Q2 2023. 157 funds tracked by Wall St. Rank hold NRGV as of Q1 2026.

  • Stifel Financial held 71,470 shares of Energy Vault worth $236K as of Q1 2026.
  • Stifel Financial bought 22,816 Energy Vault shares in Q1 2026, an estimated $94.1K.
  • Energy Vault made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3330 holding.
  • Stifel Financial first reported a position in Energy Vault in Q3 2022 and has held it in 15 quarters since.
  • Stifel Financial's Energy Vault position peaked at $262K in Q2 2023.
  • 157 funds tracked by Wall St. Rank held Energy Vault as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.