Root Financial Partners, LLC WATT β€” ENERGOUS CORP COM NEW

Ownership history in Root Financial Partners, LLC  Β·  1 quarter on record

AI Ownership Summary

Root Financial Partners, LLC reported ENERGOUS CORP COM NEW (WATT) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows WATT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WATT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Root Financial Partners, LLC's position in ENERGOUS CORP COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WATT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Root Financial Partners, LLC held WATT β€” position size vs. price
% of Fund (quarterly)    WATT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” β€” β€” β€” 0.00% $1 2026-04-24 $28.19

🏒 Other funds also holding WATT

As of 2026 Q1 β€” sorted by position size

3Chopt Investment Partners, LLC 0.06% Blue Trust, Inc. 3Y 0.0%

FAQ About Root Financial Partners, LLC and WATT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Root Financial Partners, LLC reported owning WATT?

Root Financial Partners, LLC reported WATT across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported WATT position in Root Financial Partners, LLC's portfolio?

The largest reported portfolio weight for WATT was 0.00% in 2026 Q1.

What is the latest reported WATT position on this page?

The latest section of the table and chart shows the most recent reported WATT position for Root Financial Partners, LLC.

What does the chart on this WATT ownership page compare?

The chart compares Root Financial Partners, LLC's quarterly WATT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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