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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aberdeen Wealth Management's NJR Position: Q1 2026 in Review

Aberdeen Wealth Management held its New Jersey Resources (NJR) position steady in Q1 2026 at 6,301 shares worth $346K. The position accounts for 0.16% of the portfolio, ranked #112.

Aberdeen Wealth Management first reported a position in NJR in Q4 2019 and has held it in 25 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Aberdeen Wealth Management held 6,301 shares of New Jersey Resources worth $346K as of Q1 2026.
Aberdeen Wealth Management left its New Jersey Resources share count unchanged in Q1 2026.
New Jersey Resources made up 0.16% of Aberdeen Wealth Management's portfolio in Q1 2026, its #112 holding.
Aberdeen Wealth Management first reported a position in New Jersey Resources in Q4 2019 and has held it in 25 quarters since.
437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.