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Advisornet Financial’s New Jersey Resources NJR Stock Holding History

Advisornet Financial’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 		$8.57K Buy
153
+5
+3% +$280 ﹤0.01% 1641
2026
Q1 		$8.13K Buy
148
+38
+35% +$1.96K ﹤0.01% 1602
2025
Q4 		$5.07K Buy
110
+70
+175% +$3.23K ﹤0.01% 1723
2025
Q3 		$1.93K Buy
+40
New +$1.86K ﹤0.01% 1877
2024
Q1 		– Sell
-27
Closed -$1.2K – 2359
2023
Q4 		$1.2K Buy
27
+19
+238% +$810 ﹤0.01% 1838
2023
Q3 		$325 Sell
8
-18
-69% -$788 ﹤0.01% 2063
2023
Q2 		$1.23K Sell
26
-1
-4% -$50 ﹤0.01% 1833
2023
Q1 		$1.44K Buy
27
+4
+17% +$204 ﹤0.01% 1789
2022
Q4 		$1.14K Buy
+23
New +$1.05K ﹤0.01% 1796
2018
Q2 		– Sell
-225
Closed -$9K – 1628
2018
Q1 		$9K Buy
+225
New +$8.76K ﹤0.01% 1121

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

Advisornet Financial's NJR Position: Q2 2026 in Review

Advisornet Financial increased its New Jersey Resources (NJR) stake by 3.4% in Q2 2026, buying an estimated $280 and bringing the position to 153 shares worth $8.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Advisornet Financial first reported a position in NJR in Q1 2018 and has held it in 10 quarters since. The position peaked at $9K in Q1 2018. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Advisornet Financial held 153 shares of New Jersey Resources worth $8.57K as of Q2 2026.
  • Advisornet Financial bought 5 New Jersey Resources shares in Q2 2026, an estimated $280.
  • New Jersey Resources made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1641 holding.
  • Advisornet Financial first reported a position in New Jersey Resources in Q1 2018 and has held it in 10 quarters since.
  • Advisornet Financial's New Jersey Resources position peaked at $9K in Q1 2018.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.