AWM
NJR icon

Aberdeen Wealth Management’s New Jersey Resources NJR Stock Holding History

Aberdeen Wealth Management’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
Q2 		$281K Sell
5,016
-1,285
-20% -$71.9K 0.13% 103
2026
Q1 		$346K Hold
6,301
– – 0.16% 112
2025
Q4 		$291K Buy
6,301
+1
+0% +$46 0.13% 125
2025
Q3 		$303K Hold
6,300
– – 0.19% 116
2025
Q2 		$282K Buy
6,300
+1
+0% +$47 0.19% 118
2025
Q1 		$309K Buy
6,299
+1
+0% +$47 0.21% 114
2024
Q4 		$294K Hold
6,298
– – 0.2% 115
2024
Q3 		$297K Buy
6,298
+1
+0% +$46 0.2% 120
2024
Q2 		$269K Hold
6,297
– – 0.18% 128
2024
Q1 		$270K Buy
6,297
+1
+0% +$42 0.16% 129
2023
Q4 		$281K Buy
6,296
+1
+0% +$43 0.2% 120
2023
Q3 		$256K Hold
6,295
– – 0.19% 123
2023
Q2 		$297K Buy
6,295
+1
+0% +$50 0.21% 116
2023
Q1 		$335K Hold
6,294
– – 0.25% 106
2022
Q4 		$312K Hold
6,294
– – 0.24% 109
2022
Q3 		$244K Hold
6,294
– – 0.21% 119
2022
Q2 		$280K Hold
6,294
– – 0.22% 114
2022
Q1 		$289K Hold
6,294
– – 0.2% 125
2021
Q4 		$258K Hold
6,294
– – 0.17% 126
2021
Q3 		$219K Hold
6,294
– – 0.21% 116
2021
Q2 		$249K Hold
6,294
– – 0.23% 114
2021
Q1 		$251K Hold
6,294
– – 0.2% 125
2020
Q4 		$224K Buy
+6,294
New +$205K 0.17% 129
2020
Q3 		– Sell
-6,294
Closed -$205K – 141
2020
Q2 		$205K Hold
6,294
– – 0.22% 120
2020
Q1 		$214K Hold
6,294
– – 0.26% 107
2019
Q4 		$281K Buy
+6,294
New +$272K 0.21% 114

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Aberdeen Wealth Management's NJR Position: Q2 2026 in Review

Aberdeen Wealth Management reduced its New Jersey Resources (NJR) stake by 20% in Q2 2026, selling an estimated $71.9K and leaving 5,016 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #103.

Aberdeen Wealth Management first reported a position in NJR in Q4 2019 and has held it in 26 quarters since. The position peaked at $346K in Q1 2026. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Aberdeen Wealth Management held 5,016 shares of New Jersey Resources worth $281K as of Q2 2026.
  • Aberdeen Wealth Management sold 1,285 New Jersey Resources shares in Q2 2026, an estimated $71.9K.
  • New Jersey Resources made up 0.13% of Aberdeen Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Aberdeen Wealth Management first reported a position in New Jersey Resources in Q4 2019 and has held it in 26 quarters since.
  • Aberdeen Wealth Management's New Jersey Resources position peaked at $346K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.