Creative Planning

Position in NRGV — Energy Vault Holdings, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in NRGV

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$347,381

-$121,843 QoQ

Shares Held

105,267

+3.4% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#50

of 156 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

Creative Planning holds $7,748,794 across 8 Utilities - Renewable names. NRGV ranks #7 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CWEN	Clearway Energy, Inc.	61,190	$2,404,155
2	ORA	Ormat Technologies, Inc.	16,596	$1,857,424
3	BEPC	Brookfield Renewable Corp	37,267	$1,484,344
4	AXIA	AXIA Energia S.A.	78,321	$883,460
5	FLNC	Fluence Energy, Inc.	29,250	$402,480
6	RNW	ReNew Energy Global plc	79,531	$364,251
7	NRGV	Energy Vault Holdings, Inc. This page	105,267	$347,381
8	NXXT	Nextnrg, Inc.	13,248	$5,299

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.