Root Financial Partners’s New Era Energy & Digital Inc NUAI Stock Holding History

Root Financial Partners’s Portfolio NUAI Stock Details NUAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$437	Buy	+65	New	+$346	﹤0.01%	3268

Other funds holding NUAI

T3 Companies New York $103M AUM 54.73% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Root Financial Partners opened a new position in New Era Energy & Digital Inc (NUAI) in Q3 2026: 65 shares worth $437. The stake represents ﹤0.01% of the portfolio and ranks #3268 among its holdings.

11 funds tracked by Wall St. Rank hold NUAI as of Q3 2026.

Root Financial Partners held 65 shares of New Era Energy & Digital Inc worth $437 as of Q3 2026.
New Era Energy & Digital Inc was a new Root Financial Partners position in Q3 2026.
New Era Energy & Digital Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3268 holding.
11 funds tracked by Wall St. Rank held New Era Energy & Digital Inc as of Q3 2026.

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