AE Wealth Management’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $497K | Buy |
9,051
+594
| +7% | +$30.7K | ﹤0.01% | 1115 |
|
|
2025
Q4 | $390K | Buy |
+8,457
| New | +$391K | ﹤0.01% | 1182 |
|
|
2025
Q3 | – | Sell |
-7,050
| Closed | -$316K | – | 2340 |
|
|
2025
Q2 | $316K | Sell |
7,050
-11,583
| -62% | -$543K | ﹤0.01% | 1102 |
|
|
2025
Q1 | $914K | Sell |
18,633
-487
| -3% | -$23.1K | 0.01% | 727 |
|
|
2024
Q4 | $892K | Buy |
19,120
+3,086
| +19% | +$146K | 0.01% | 731 |
|
|
2024
Q3 | $757K | Buy |
16,034
+42
| +0.3% | +$1.92K | 0.01% | 768 |
|
|
2024
Q2 | $684K | Buy |
15,992
+10,621
| +198% | +$458K | 0.01% | 799 |
|
|
2024
Q1 | $230K | Sell |
5,371
-462
| -8% | -$19.5K | ﹤0.01% | 1049 |
|
|
2023
Q4 | $242K | Buy |
5,833
+223
| +4% | +$9.51K | ﹤0.01% | 1811 |
|
|
2023
Q3 | $228K | Sell |
5,610
-9,976
| -64% | -$437K | ﹤0.01% | 1732 |
|
|
2023
Q2 | $736K | Buy |
15,586
+589
| +4% | +$29.7K | ﹤0.01% | 1208 |
|
|
2023
Q1 | $798K | Buy |
14,997
+102
| +0.7% | +$5.2K | 0.01% | 1136 |
|
|
2022
Q4 | $739K | Buy |
14,895
+203
| +1% | +$9.27K | 0.01% | 1116 |
|
|
2022
Q3 | $569K | Buy |
14,692
+555
| +4% | +$24.7K | ﹤0.01% | 1185 |
|
|
2022
Q2 | $630K | Buy |
+14,137
| New | +$635K | 0.01% | 1081 |
|
|
2021
Q4 | – | Sell |
-6,684
| Closed | -$233K | – | 1753 |
|
|
2021
Q3 | $233K | Buy |
6,684
+320
| +5% | +$12.1K | ﹤0.01% | 1473 |
|
|
2021
Q2 | $252K | Buy |
6,364
+2
| +0% | +$84 | ﹤0.01% | 1414 |
|
|
2021
Q1 | $254K | Hold |
6,362
| – | – | ﹤0.01% | 1314 |
|
|
2020
Q4 | $226K | Buy |
+6,362
| New | +$207K | ﹤0.01% | 1240 |
|
|
2020
Q3 | – | Sell |
-6,297
| Closed | -$206K | – | 1342 |
|
|
2020
Q2 | $206K | Buy |
6,297
+60
| +1% | +$1.99K | ﹤0.01% | 1146 |
|
|
2020
Q1 | $212K | Buy |
6,237
+21
| +0.3% | +$820 | ﹤0.01% | 991 |
|
|
2019
Q4 | $277K | Sell |
6,216
-29
| -0.5% | -$1.25K | 0.01% | 931 |
|
|
2019
Q3 | $282K | Buy |
6,245
+17
| +0.3% | +$797 | 0.01% | 811 |
|
|
2019
Q2 | $310K | Buy |
6,228
+359
| +6% | +$17.7K | 0.01% | 738 |
|
|
2019
Q1 | $292K | Buy |
5,869
+19
| +0.3% | +$904 | 0.02% | 473 |
|
|
2018
Q4 | $267K | Sell |
5,850
-326
| -5% | -$15.4K | 0.05% | 370 |
|
|
2018
Q3 | $285K | Buy |
6,176
+131
| +2% | +$6.04K | 0.02% | 463 |
|
|
2018
Q2 | $271K | Sell |
6,045
-96
| -2% | -$4.05K | 0.02% | 355 |
|
|
2018
Q1 | $246K | Buy |
6,141
+19
| +0.3% | +$740 | 0.02% | 365 |
|
|
2017
Q4 | $246K | Buy |
6,122
+18
| +0.3% | +$773 | 0.02% | 359 |
|
|
2017
Q3 | $257K | Sell |
6,104
-160
| -3% | -$6.77K | 0.02% | 332 |
|
|
2017
Q2 | $249K | Buy |
6,264
+927
| +17% | +$38K | 0.03% | 322 |
|
|
2017
Q1 | $211K | Buy |
+5,337
| New | +$201K | 0.04% | 256 |
|
Other funds holding NJR
VPM
VCM
EIP
AE Wealth Management's NJR Position: Q1 2026 in Review
AE Wealth Management increased its New Jersey Resources (NJR) stake by 7% in Q1 2026, buying an estimated $30.7K and bringing the position to 9,051 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.
AE Wealth Management first reported a position in NJR in Q1 2017 and has held it in 33 quarters since. The position peaked at $914K in Q1 2025. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.
- AE Wealth Management held 9,051 shares of New Jersey Resources worth $497K as of Q1 2026.
- AE Wealth Management bought 594 New Jersey Resources shares in Q1 2026, an estimated $30.7K.
- New Jersey Resources made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1115 holding.
- AE Wealth Management first reported a position in New Jersey Resources in Q1 2017 and has held it in 33 quarters since.
- AE Wealth Management's New Jersey Resources position peaked at $914K in Q1 2025.
- 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.