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Atwood & Palmer’s New Jersey Resources NJR Stock Holding History

Atwood & Palmer’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 		$150K Hold
2,680
– – 0.01% 175
2026
Q1 		$147K Hold
2,680
– – 0.01% 173
2025
Q4 		$124K Hold
2,680
– – 0.01% 171
2025
Q3 		$129K Hold
2,680
– – 0.01% 176
2025
Q2 		$120K Hold
2,680
– – 0.01% 175
2025
Q1 		$131K Hold
2,680
– – 0.01% 167
2024
Q4 		$125K Buy
+2,680
New +$127K 0.01% 169

Other funds holding NJR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Atwood & Palmer's NJR Position: Q2 2026 in Review

Atwood & Palmer held its New Jersey Resources (NJR) position steady in Q2 2026 at 2,680 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #175.

Atwood & Palmer first reported a position in NJR in Q4 2024 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Atwood & Palmer held 2,680 shares of New Jersey Resources worth $150K as of Q2 2026.
  • Atwood & Palmer left its New Jersey Resources share count unchanged in Q2 2026.
  • New Jersey Resources made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #175 holding.
  • Atwood & Palmer first reported a position in New Jersey Resources in Q4 2024 and has held it in 7 quarters since.
  • 106 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.