AAS
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Avantax Advisory Services’s New Jersey Resources NJR Stock Holding History

Avantax 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
2025
Q2 		$456K Buy
10,168
+282
+3% +$13.2K ﹤0.01% 1635
2025
Q1 		$485K Sell
9,886
-14
-0.1% -$664 ﹤0.01% 1523
2024
Q4 		$462K Sell
9,900
-303
-3% -$14.4K ﹤0.01% 1500
2024
Q3 		$482K Buy
10,203
+546
+6% +$24.9K ﹤0.01% 1434
2024
Q2 		$413K Buy
9,657
+300
+3% +$12.9K ﹤0.01% 1488
2024
Q1 		$402K Buy
9,357
+255
+3% +$10.8K ﹤0.01% 1150
2023
Q4 		$406K Sell
9,102
-2,352
-21% -$100K ﹤0.01% 1084
2023
Q3 		$465K Sell
11,454
-272
-2% -$11.9K 0.01% 980
2023
Q2 		$553K Sell
11,726
-2,878
-20% -$145K 0.01% 902
2023
Q1 		$777K Buy
14,604
+928
+7% +$47.3K 0.01% 748
2022
Q4 		$679K Buy
13,676
+153
+1% +$6.99K 0.01% 749
2022
Q3 		$523K Sell
13,523
-7,701
-36% -$343K 0.01% 754
2022
Q2 		$945K Sell
21,224
-2,540
-11% -$114K 0.01% 562
2022
Q1 		$1.09M Buy
23,764
+473
+2% +$19.7K 0.02% 514
2021
Q4 		$956K Sell
23,291
-1,877
-7% -$72.6K 0.01% 541
2021
Q3 		$878K Buy
25,168
+1,489
+6% +$56.3K 0.01% 528
2021
Q2 		$937K Buy
23,679
+3,472
+17% +$147K 0.02% 490
2021
Q1 		$804K Sell
20,207
-2,509
-11% -$95.6K 0.02% 481
2020
Q4 		$808K Sell
22,716
-3,266
-13% -$106K 0.02% 420
2020
Q3 		$702K Buy
25,982
+16,445
+172% +$501K 0.01% 672
2020
Q2 		$313K Buy
9,537
+673
+8% +$22.3K 0.01% 615
2020
Q1 		$302K Buy
8,864
+30
+0.3% +$1.17K 0.01% 575
2019
Q4 		$395K Buy
8,834
+32
+0.4% +$1.38K 0.01% 549
2019
Q3 		$398K Buy
8,802
+25
+0.3% +$1.17K 0.02% 362
2019
Q2 		$437K Sell
8,777
-37
-0.4% -$1.82K 0.02% 316
2019
Q1 		$439K Sell
8,814
-3,514
-29% -$167K 0.02% 288
2018
Q4 		$566K Buy
+12,328
New +$581K 0.1% 202

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avantax Advisory Services's NJR Position: Q2 2025 in Review

Avantax Advisory Services increased its New Jersey Resources (NJR) stake by 2.9% in Q2 2025, buying an estimated $13.2K and bringing the position to 10,168 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Avantax Advisory Services first reported a position in NJR in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.09M in Q1 2022. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

  • Avantax Advisory Services held 10,168 shares of New Jersey Resources worth $456K as of Q2 2025.
  • Avantax Advisory Services bought 282 New Jersey Resources shares in Q2 2025, an estimated $13.2K.
  • New Jersey Resources made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1635 holding.
  • Avantax Advisory Services first reported a position in New Jersey Resources in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's New Jersey Resources position peaked at $1.09M in Q1 2022.
  • 396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.