Root Financial Partners
E icon

Root Financial Partners’s ENI E Stock Holding History

Root Financial Partners’s Portfolio E Stock Details E Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.4K Buy
+338
New +$18K ﹤0.01% 1600
2026
Q2 		– Sell
-259
Closed -$14.7K – 1180
2026
Q1 		$14.7K Buy
259
+139
+116% +$6.23K ﹤0.01% 1497
2025
Q4 		$4.55K Buy
120
+42
+54% +$1.54K ﹤0.01% 1793
2025
Q3 		$2.73K Buy
+78
New +$2.69K ﹤0.01% 1907

Other funds holding E

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Root Financial Partners opened a new position in ENI (E) in Q3 2026: 338 shares worth $18.4K. The stake represents ﹤0.01% of the portfolio and ranks #1600 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in E as recently as Q1 2026.

Root Financial Partners first reported a position in E in Q3 2025 and has held it in 4 quarters since. 232 funds tracked by Wall St. Rank hold E as of Q3 2026.

  • Root Financial Partners held 338 shares of ENI worth $18.4K as of Q3 2026.
  • ENI was a new Root Financial Partners position in Q3 2026.
  • ENI made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1600 holding.
  • Root Financial Partners first reported a position in ENI in Q3 2025 and has held it in 4 quarters since.
  • 232 funds tracked by Wall St. Rank held ENI as of Q3 2026.

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