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Ameritas Advisory Services’s New Jersey Resources NJR Stock Holding History

Ameritas Advisory Services’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 		– Sell
-8,211
Closed -$379K – 1121
2025
Q4 		$379K Sell
8,211
-1,870
-19% -$86.4K 0.01% 671
2025
Q3 		$485K Buy
10,081
+9,721
+2,700% +$453K 0.03% 400
2025
Q2 		$16.1K Buy
+360
New +$16.9K ﹤0.01% 1826
2023
Q2 		– Sell
-508
Closed -$27K – 1846
2023
Q1 		$27K Buy
+508
New +$25.9K ﹤0.01% 1508

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

Ameritas Advisory Services's NJR Position: Q1 2026 in Review

Ameritas Advisory Services sold out of New Jersey Resources (NJR) in Q1 2026, closing a stake of 8,211 shares — an estimated $379K sold.

Ameritas Advisory Services first reported a position in NJR in Q1 2023 and held it in 4 quarters. The position peaked at $485K in Q3 2025. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Ameritas Advisory Services reported no remaining New Jersey Resources position as of Q1 2026 after selling out during the quarter.
  • Ameritas Advisory Services sold 8,211 New Jersey Resources shares in Q1 2026, an estimated $379K.
  • Ameritas Advisory Services first reported a position in New Jersey Resources in Q1 2023 and held it in 4 quarters.
  • Ameritas Advisory Services's New Jersey Resources position peaked at $485K in Q3 2025.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.