Creative Planning

Position in NRGV — Energy Vault Holdings, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in NRGV

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$496,518

+$149,137 QoQ

Shares Held

105,418

+0.1% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#63

of 173 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Creative Planning holds $7,640,570 across 7 Utilities - Renewable names. NRGV ranks #6 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CWEN	Clearway Energy, Inc.	73,753	$2,520,876
2	ORA	Ormat Technologies, Inc.	17,388	$1,893,552
3	BEPC	Brookfield Renewable Corp	37,986	$1,410,040
4	RNW	ReNew Energy Global plc	112,971	$706,068
5	FLNC	Fluence Energy, Inc.	30,861	$613,516
6	NRGV	Energy Vault Holdings, Inc. This page	105,418	$496,518
7	AXIAY	AXIA Energia S.A.	86,657	$0

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$496,518	105,418	+0.1%	Shares	Sole	2026-08-13
2026-03-31	$347,381	105,267	+3.4%	Shares	Sole	2026-05-12
2025-12-31	$469,224	101,784	-0.3%	Shares	Sole	2026-02-17
2025-09-30	$303,352	102,139	+3.7%	Shares	Sole	2025-11-14
2025-06-30	$70,587	98,449	-0.1%	Shares	Sole	2025-08-08
2025-03-31	$68,456	98,499	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$224,463	98,449	-0.2%	Shares	Sole	2025-02-14
2024-09-30	$94,703	98,649	0.0%	Shares	Sole	2024-10-11
2024-06-30	$93,716	98,649	0.0%	Shares	Sole	2024-08-15
2024-03-31	$176,581	98,649	-13.8%	Shares	Sole	2024-05-13
2023-12-31	$266,554	114,401	-0.9%	Shares	Sole	2024-02-14
2023-09-30	$294,272	115,401	-5.9%	Shares	Sole	2023-11-16
2023-06-30	$334,719	122,608	+0.8%	Shares	Sole	2023-07-21
2023-03-31	$260,241	121,608	+237.5%	Shares	Sole	2023-05-15
2022-12-31	$112,432	36,036	+243.2%	Shares	Sole	2023-02-10
2022-09-30	$55,440	10,500	—	Shares	Sole	2022-11-03
No filing history on record for this holder in this stock.