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YHB Investment Advisors’s Energy Vault NRGV Stock Holding History

YHB Investment Advisors’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
2025
Q3 		– Sell
-33,000
Closed -$23.7K – 309
2025
Q2 		$23.7K Hold
33,000
– – ﹤0.01% 299
2025
Q1 		$22.9K Buy
+33,000
New +$50.7K ﹤0.01% 290

Other funds holding NRGV

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

YHB Investment Advisors's NRGV Position: Q3 2025 in Review

YHB Investment Advisors sold out of Energy Vault (NRGV) in Q3 2025, closing a stake of 33,000 shares — an estimated $23.7K sold.

YHB Investment Advisors first reported a position in NRGV in Q1 2025 and held it in 2 quarters. The position peaked at $23.7K in Q2 2025. 95 funds tracked by Wall St. Rank hold NRGV as of Q3 2025.

  • YHB Investment Advisors reported no remaining Energy Vault position as of Q3 2025 after selling out during the quarter.
  • YHB Investment Advisors sold 33,000 Energy Vault shares in Q3 2025, an estimated $23.7K.
  • YHB Investment Advisors first reported a position in Energy Vault in Q1 2025 and held it in 2 quarters.
  • YHB Investment Advisors's Energy Vault position peaked at $23.7K in Q2 2025.
  • 95 funds tracked by Wall St. Rank held Energy Vault as of Q3 2025.

Based on YHB Investment Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.