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Arkadios Wealth Advisors’s New Jersey Resources NJR Stock Holding History

Arkadios Wealth 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
Q1 		$669K Sell
12,189
-1,896
-13% -$98K 0.01% 972
2025
Q4 		$650K Sell
14,085
-1,291
-8% -$59.7K 0.01% 891
2025
Q3 		$740K Buy
15,376
+1,849
+14% +$86.2K 0.02% 769
2025
Q2 		$606K Buy
13,527
+1,216
+10% +$57K 0.02% 775
2025
Q1 		$604K Sell
12,311
-174
-1% -$8.25K 0.02% 636
2024
Q4 		$582K Sell
12,485
-594
-5% -$28.2K 0.03% 491
2024
Q3 		$617K Sell
13,079
-44
-0.3% -$2.01K 0.04% 470
2024
Q2 		$561K Buy
13,123
+930
+8% +$40.1K 0.04% 436
2024
Q1 		$523K Buy
12,193
+428
+4% +$18K 0.04% 370
2023
Q4 		$524K Buy
11,765
+265
+2% +$11.3K 0.04% 357
2023
Q3 		$467K Hold
11,500
– – 0.04% 351
2023
Q2 		$543K Sell
11,500
-4,125
-26% -$208K 0.06% 280
2023
Q1 		$831K Sell
15,625
-436
-3% -$22.2K 0.1% 215
2022
Q4 		$797K Sell
16,061
-1,732
-10% -$79.1K 0.11% 201
2022
Q3 		$689K Sell
17,793
-34
-0.2% -$1.52K 0.1% 206
2022
Q2 		$794K Sell
17,827
-650
-4% -$29.2K 0.12% 205
2022
Q1 		$847K Sell
18,477
-1,572
-8% -$65.5K 0.11% 212
2021
Q4 		$823K Sell
20,049
-655
-3% -$25.3K 0.11% 215
2021
Q3 		$720K Buy
20,704
+3,376
+19% +$128K 0.1% 223
2021
Q2 		$685K Sell
17,328
-1,150
-6% -$48.6K 0.08% 268
2021
Q1 		$736K Sell
18,478
-2,500
-12% -$95.3K 0.12% 194
2020
Q4 		$745K Sell
20,978
-518
-2% -$16.9K 0.16% 143
2020
Q3 		$622K Buy
21,496
+648
+3% +$19.7K 0.31% 71
2020
Q2 		$655K Buy
20,848
+447
+2% +$14.8K 0.36% 58
2020
Q1 		$693K Buy
20,401
+612
+3% +$23.9K 0.44% 56
2019
Q4 		$853K Buy
+19,789
New +$855K 0.51% 48

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

Arkadios Wealth Advisors's NJR Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its New Jersey Resources (NJR) stake by 13% in Q1 2026, selling an estimated $98K and leaving 12,189 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #972.

Arkadios Wealth Advisors first reported a position in NJR in Q4 2019 and has held it in 26 quarters since. The position peaked at $853K in Q4 2019. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Arkadios Wealth Advisors held 12,189 shares of New Jersey Resources worth $669K as of Q1 2026.
  • Arkadios Wealth Advisors sold 1,896 New Jersey Resources shares in Q1 2026, an estimated $98K.
  • New Jersey Resources made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #972 holding.
  • Arkadios Wealth Advisors first reported a position in New Jersey Resources in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's New Jersey Resources position peaked at $853K in Q4 2019.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.