Rothwell Investment Advisors, LLC’s New Jersey Resources NJR Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio NJR Stock Details NJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.18K	Buy	+63	New	+$3.49K	﹤0.01%	986

Other funds holding NJR

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Rothwell Investment Advisors, LLC's NJR Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in New Jersey Resources (NJR) in Q3 2026: 63 shares worth $3.18K. The stake represents ﹤0.01% of the portfolio and ranks #986 among its holdings.

207 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

Rothwell Investment Advisors, LLC held 63 shares of New Jersey Resources worth $3.18K as of Q3 2026.
New Jersey Resources was a new Rothwell Investment Advisors, LLC position in Q3 2026.
New Jersey Resources made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #986 holding.
207 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.