Root Financial Partners
DEC icon

Root Financial Partners’s Diversified Energy Company DEC Stock Holding History

Root Financial Partners’s Portfolio DEC Stock Details DEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.9K Buy
+292
New +$4.1K ﹤0.01% 2322
2026
Q2 		– Sell
-255
Closed -$4.45K – 1098
2026
Q1 		$4.45K Buy
+255
New +$3.59K ﹤0.01% 1994

Other funds holding DEC

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BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Tejara Capital
Tejara Capital London, United Kingdom $205M AUM 0.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Root Financial Partners's DEC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Diversified Energy Company (DEC) in Q3 2026: 292 shares worth $3.9K. The stake represents ﹤0.01% of the portfolio and ranks #2322 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DEC as recently as Q1 2026.

Root Financial Partners first reported a position in DEC in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.45K in Q1 2026. 135 funds tracked by Wall St. Rank hold DEC as of Q3 2026.

  • Root Financial Partners held 292 shares of Diversified Energy Company worth $3.9K as of Q3 2026.
  • Diversified Energy Company was a new Root Financial Partners position in Q3 2026.
  • Diversified Energy Company made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2322 holding.
  • Root Financial Partners first reported a position in Diversified Energy Company in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Diversified Energy Company position peaked at $4.45K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held Diversified Energy Company as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.