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Root Financial Partners’s New Fortress Energy NFE Stock Holding History

Root Financial Partners’s Portfolio NFE Stock Details NFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11
Closed -$327 – 2177
2026
Q1 		$327 Buy
+11
New +$644 ﹤0.01% 3005

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Goldman Sachs
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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Root Financial Partners's NFE Position: Q2 2026 in Review

Root Financial Partners sold out of New Fortress Energy (NFE) in Q2 2026, closing a stake of 11 shares — an estimated $327 sold.

Root Financial Partners first reported a position in NFE in Q1 2026 and held it in 1 quarter. The position peaked at $327 in Q1 2026. 142 funds tracked by Wall St. Rank hold NFE as of Q2 2026.

  • Root Financial Partners reported no remaining New Fortress Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 11 New Fortress Energy shares in Q2 2026, an estimated $327.
  • Root Financial Partners first reported a position in New Fortress Energy in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's New Fortress Energy position peaked at $327 in Q1 2026.
  • 142 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2026.

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