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Affinity Capital Advisors’s New Jersey Resources NJR Stock Holding History

Affinity Capital Advisors’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 		$274K Hold
4,864
– – 0.03% 160
2026
Q1 		$267K Buy
4,864
+350
+8% +$18.1K 0.04% 146
2025
Q4 		$208K Buy
+4,514
New +$209K 0.03% 166

Other funds holding NJR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Affinity Capital Advisors's NJR Position: Q2 2026 in Review

Affinity Capital Advisors held its New Jersey Resources (NJR) position steady in Q2 2026 at 4,864 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #160.

Affinity Capital Advisors first reported a position in NJR in Q4 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Affinity Capital Advisors held 4,864 shares of New Jersey Resources worth $274K as of Q2 2026.
  • Affinity Capital Advisors left its New Jersey Resources share count unchanged in Q2 2026.
  • New Jersey Resources made up 0.03% of Affinity Capital Advisors's portfolio in Q2 2026, its #160 holding.
  • Affinity Capital Advisors first reported a position in New Jersey Resources in Q4 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.