Root Financial Partners, LLC
Position in NRGV — Energy Vault Holdings, Inc.
CIK 1977181
ENCINITAS, CA
Position in NRGV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$59,016
+$17,667 QoQ
Shares Held
12,530
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#131
of 171 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NRGV Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Root Financial Partners, LLC holds $59,016 across 1 Utilities - Renewable name. NRGV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NRGV |
Energy Vault Holdings, Inc.
This page
|
12,530 | $59,016 |
All Filings in NRGV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,016 | 12,530 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $41,349 | 12,530 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $103,863 | 22,530 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $66,914 | 22,530 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $16,154 | 22,530 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $21,130 | 30,404 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $69,321 | 30,404 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $21,626 | 22,528 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||