Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Energy Vault NRGV Stock Holding History

Wealth Enhancement 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 		– Sell
-15,801
Closed -$50.6K – 4199
2026
Q1 		$50.6K Buy
+15,801
New +$65.2K ﹤0.01% 3427

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

Wealth Enhancement Advisory Services's NRGV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of Energy Vault (NRGV) in Q2 2026, closing a stake of 15,801 shares — an estimated $50.6K sold.

Wealth Enhancement Advisory Services first reported a position in NRGV in Q1 2026 and held it in 1 quarter. The position peaked at $50.6K in Q1 2026. 19 funds tracked by Wall St. Rank hold NRGV as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Energy Vault position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 15,801 Energy Vault shares in Q2 2026, an estimated $50.6K.
  • Wealth Enhancement Advisory Services first reported a position in Energy Vault in Q1 2026 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Energy Vault position peaked at $50.6K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Energy Vault as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.