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 Q2	–	Sell	-46	Closed	-$352	–	2175
2026 Q1	$352	Buy	+46	New	+$262	﹤0.01%	2982

Other funds holding NEXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return

MIPU

Man Investment Partners (US) New York $359M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Root Financial Partners's NEXT Position: Q2 2026 in Review

Root Financial Partners sold out of NextDecade (NEXT) in Q2 2026, closing a stake of 46 shares — an estimated $352 sold.

Root Financial Partners first reported a position in NEXT in Q1 2026 and held it in 1 quarter. The position peaked at $352 in Q1 2026. 210 funds tracked by Wall St. Rank hold NEXT as of Q2 2026.

Root Financial Partners reported no remaining NextDecade position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 46 NextDecade shares in Q2 2026, an estimated $352.
Root Financial Partners first reported a position in NextDecade in Q1 2026 and held it in 1 quarter.
Root Financial Partners's NextDecade position peaked at $352 in Q1 2026.
210 funds tracked by Wall St. Rank held NextDecade as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.