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B. Riley Wealth Advisors’s New Jersey Resources NJR Stock Holding History

B. Riley 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
Q2 		$335K Buy
5,879
+44
+0.8% +$2.46K 0.02% 586
2026
Q1 		$324K Buy
5,835
+51
+0.9% +$2.64K 0.02% 561
2025
Q4 		$267K Buy
5,784
+45
+0.8% +$2.08K 0.01% 748
2025
Q3 		$276K Buy
5,739
+297
+5% +$13.8K 0.01% 756
2025
Q2 		$244K Buy
+5,442
New +$255K 0.01% 794
2024
Q4 		$285K Buy
6,059
+41
+0.7% +$1.94K 0.01% 885
2024
Q3 		$287K Buy
6,018
+41
+0.7% +$1.87K 0.01% 975
2024
Q2 		$258K Buy
+5,977
New +$258K 0.01% 1098
2024
Q1 		– Sell
-10,397
Closed -$466K – 1495
2023
Q4 		$466K Buy
+10,397
New +$443K 0.01% 848
2023
Q3 		– Sell
-8,784
Closed -$418K – 1594
2023
Q2 		$418K Buy
8,784
+192
+2% +$9.68K 0.01% 949
2023
Q1 		$460K Buy
8,592
+515
+6% +$26.2K 0.01% 842
2022
Q4 		$404K Buy
8,077
+520
+7% +$23.7K 0.01% 878
2022
Q3 		$293K Buy
7,557
+1,394
+23% +$62.2K 0.01% 1014
2022
Q2 		$275K Sell
6,163
-100
-2% -$4.49K 0.01% 912
2022
Q1 		$288K Sell
6,263
-1,056
-14% -$44K 0.01% 1034
2021
Q4 		$301K Sell
7,319
-10
-0.1% -$387 0.01% 1073
2021
Q3 		$256K Buy
7,329
+15
+0.2% +$567 0.01% 1126
2021
Q2 		$290K Buy
7,314
+2
+0% +$84 0.01% 1041
2021
Q1 		$292K Sell
7,312
-7
-0.1% -$267 0.01% 1016
2020
Q4 		$261K Sell
7,319
-1,002
-12% -$32.6K 0.01% 831
2020
Q3 		$225K Sell
8,321
-128
-2% -$3.9K 0.01% 809
2020
Q2 		$276K Buy
8,449
+1,014
+14% +$33.6K 0.02% 659
2020
Q1 		$253K Buy
7,435
+419
+6% +$16.4K 0.02% 596
2019
Q4 		$313K Buy
7,016
+2
+0% +$86 0.03% 581
2019
Q3 		$318K Buy
7,014
+6
+0.1% +$281 0.03% 572
2019
Q2 		$349K Buy
7,008
+102
+1% +$5.03K 0.04% 506
2019
Q1 		$344K Buy
+6,906
New +$329K 0.04% 448
2016
Q4 		– Sell
-9,155
Closed -$301K – 602
2016
Q3 		$301K Buy
9,155
+1,909
+26% +$67.6K 0.06% 398
2016
Q2 		$280K Buy
7,246
+21
+0.3% +$758 0.06% 416
2016
Q1 		$263K Buy
+7,225
New +$250K 0.06% 387
2015
Q1 		– Sell
-2,202
Closed -$67 – 1478
2014
Q4 		$67 Buy
+2,202
New +$62.6K ﹤0.01% 1942
2014
Q3 		– Sell
-2,102
Closed -$60.1K – 1443
2014
Q2 		$60.1K Buy
+2,102
New +$54.7K 0.01% 947

Other funds holding NJR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 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
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

B. Riley Wealth Advisors's NJR Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its New Jersey Resources (NJR) stake by 0.75% in Q2 2026, buying an estimated $2.46K and bringing the position to 5,879 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #586.

B. Riley Wealth Advisors first reported a position in NJR in Q2 2014 and has held it in 32 quarters since. The position peaked at $466K in Q4 2023. 55 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • B. Riley Wealth Advisors held 5,879 shares of New Jersey Resources worth $335K as of Q2 2026.
  • B. Riley Wealth Advisors bought 44 New Jersey Resources shares in Q2 2026, an estimated $2.46K.
  • New Jersey Resources made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #586 holding.
  • B. Riley Wealth Advisors first reported a position in New Jersey Resources in Q2 2014 and has held it in 32 quarters since.
  • B. Riley Wealth Advisors's New Jersey Resources position peaked at $466K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.