Root Financial Partners
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Root Financial Partners’s NextDecade NEXT Stock Holding History

Root Financial Partners’s Portfolio NEXT Stock Details NEXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.1K Buy
+173
New +$1.24K ﹤0.01% 2911
2026
Q2 		– Sell
-46
Closed -$352 – 2175
2026
Q1 		$352 Buy
+46
New +$262 ﹤0.01% 2982

Other funds holding NEXT

Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SL Advisors
SL Advisors Westfield, New Jersey $51.2M AUM 14.64% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Root Financial Partners opened a new position in NextDecade (NEXT) in Q3 2026: 173 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #2911 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NEXT as recently as Q1 2026.

Root Financial Partners first reported a position in NEXT in Q1 2026 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold NEXT as of Q3 2026.

  • Root Financial Partners held 173 shares of NextDecade worth $1.1K as of Q3 2026.
  • NextDecade was a new Root Financial Partners position in Q3 2026.
  • NextDecade made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2911 holding.
  • Root Financial Partners first reported a position in NextDecade in Q1 2026 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held NextDecade as of Q3 2026.

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