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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
Q3 		$136K Hold
2,680
– – 0.01% 190
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 $5.97B AUM 5.11% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Atwood & Palmer's NJR Position: Q3 2026 in Review

Atwood & Palmer held its New Jersey Resources (NJR) position steady in Q3 2026 at 2,680 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #190.

Atwood & Palmer first reported a position in NJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $150K in Q2 2026. 15 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • Atwood & Palmer held 2,680 shares of New Jersey Resources worth $136K as of Q3 2026.
  • Atwood & Palmer left its New Jersey Resources share count unchanged in Q3 2026.
  • New Jersey Resources made up 0.01% of Atwood & Palmer's portfolio in Q3 2026, its #190 holding.
  • Atwood & Palmer first reported a position in New Jersey Resources in Q4 2024 and has held it in 8 quarters since.
  • Atwood & Palmer's New Jersey Resources position peaked at $150K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.