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Allworth Financial’s New Jersey Resources NJR Stock Holding History

Allworth 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
Q1 		$754K Sell
13,724
-176
-1% -$9.1K ﹤0.01% 803
2025
Q4 		$641K Buy
13,900
+42
+0.3% +$1.94K ﹤0.01% 832
2025
Q3 		$667K Sell
13,858
-15,459
-53% -$720K ﹤0.01% 789
2025
Q2 		$1.31M Buy
29,317
+161
+0.6% +$7.55K 0.01% 570
2025
Q1 		$1.44M Sell
29,156
-2,082
-7% -$98.7K 0.01% 462
2024
Q4 		$1.46M Buy
31,238
+29,787
+2,053% +$1.41M 0.01% 464
2024
Q3 		$68.5K Buy
1,451
+27
+2% +$1.23K ﹤0.01% 1257
2024
Q2 		$65.4K Buy
1,424
+363
+34% +$15.7K ﹤0.01% 1245
2024
Q1 		$45.5K Buy
1,061
+16
+2% +$675 ﹤0.01% 1336
2023
Q4 		$46.6K Sell
1,045
-2
-0.2% -$85 ﹤0.01% 1229
2023
Q3 		$42.5K Buy
1,047
+25
+2% +$1.09K ﹤0.01% 1177
2023
Q2 		$48.2K Buy
1,022
+6
+0.6% +$302 ﹤0.01% 1137
2023
Q1 		$54.1K Buy
1,016
+946
+1,351% +$48.2K ﹤0.01% 1046
2022
Q4 		$3.47K Buy
70
+49
+233% +$2.24K ﹤0.01% 2034
2022
Q3 		$1K Buy
21
+3
+17% +$134 ﹤0.01% 2443
2022
Q2 		$1K Hold
18
– – ﹤0.01% 2204
2022
Q1 		$1K Sell
18
-195
-92% -$8.12K ﹤0.01% 1976
2021
Q4 		$9K Buy
+213
New +$8.23K ﹤0.01% 1412

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial's NJR Position: Q1 2026 in Review

Allworth Financial reduced its New Jersey Resources (NJR) stake by 1.3% in Q1 2026, selling an estimated $9.1K and leaving 13,724 shares worth $754K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Allworth Financial first reported a position in NJR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.46M in Q4 2024. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Allworth Financial held 13,724 shares of New Jersey Resources worth $754K as of Q1 2026.
  • Allworth Financial sold 176 New Jersey Resources shares in Q1 2026, an estimated $9.1K.
  • New Jersey Resources made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #803 holding.
  • Allworth Financial first reported a position in New Jersey Resources in Q4 2021 and has held it in 18 quarters since.
  • Allworth Financial's New Jersey Resources position peaked at $1.46M in Q4 2024.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.