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Apollon Wealth Management’s New Jersey Resources NJR Stock Holding History

Apollon Wealth Management’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 		$336K Buy
5,989
+545
+10% +$30.5K ﹤0.01% 1203
2026
Q1 		$299K Sell
5,444
-130
-2% -$6.72K ﹤0.01% 1116
2025
Q4 		$257K Sell
5,574
-8
-0.1% -$370 ﹤0.01% 1127
2025
Q3 		$269K Sell
5,582
-23
-0.4% -$1.07K ﹤0.01% 1093
2025
Q2 		$251K Buy
5,605
+34
+0.6% +$1.59K 0.01% 1083
2025
Q1 		$273K Buy
+5,571
New +$264K 0.01% 983

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

Apollon Wealth Management's NJR Position: Q2 2026 in Review

Apollon Wealth Management increased its New Jersey Resources (NJR) stake by 10% in Q2 2026, buying an estimated $30.5K and bringing the position to 5,989 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Apollon Wealth Management first reported a position in NJR in Q1 2025 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Apollon Wealth Management held 5,989 shares of New Jersey Resources worth $336K as of Q2 2026.
  • Apollon Wealth Management bought 545 New Jersey Resources shares in Q2 2026, an estimated $30.5K.
  • New Jersey Resources made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1203 holding.
  • Apollon Wealth Management first reported a position in New Jersey Resources in Q1 2025 and has held it in 6 quarters since.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.