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Beacon Pointe Advisors’s New Jersey Resources NJR Stock Holding History

Beacon Pointe 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 		$222K Sell
3,969
-49
-1% -$2.74K ﹤0.01% 1764
2026
Q1 		$221K Buy
+4,018
New +$208K ﹤0.01% 1687
2024
Q3 		– Sell
-10,629
Closed -$454K – 1281
2024
Q2 		$454K Sell
10,629
-238
-2% -$10.3K 0.01% 904
2024
Q1 		$466K Sell
10,867
-334
-3% -$14.1K 0.01% 938
2023
Q4 		$499K Sell
11,201
-1,051
-9% -$44.8K 0.01% 904
2023
Q3 		$498K Buy
12,252
+1,904
+18% +$83.3K 0.01% 879
2023
Q2 		$488K Sell
10,348
-24
-0.2% -$1.21K 0.01% 719
2023
Q1 		$552K Sell
10,372
-432
-4% -$22K 0.01% 735
2022
Q4 		$536K Buy
+10,804
New +$493K 0.01% 661

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Beacon Pointe Advisors's NJR Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its New Jersey Resources (NJR) stake by 1.2% in Q2 2026, selling an estimated $2.74K and leaving 3,969 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Beacon Pointe Advisors first reported a position in NJR in Q4 2022 and has held it in 9 quarters since. The position peaked at $552K in Q1 2023. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Beacon Pointe Advisors held 3,969 shares of New Jersey Resources worth $222K as of Q2 2026.
  • Beacon Pointe Advisors sold 49 New Jersey Resources shares in Q2 2026, an estimated $2.74K.
  • New Jersey Resources made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1764 holding.
  • Beacon Pointe Advisors first reported a position in New Jersey Resources in Q4 2022 and has held it in 9 quarters since.
  • Beacon Pointe Advisors's New Jersey Resources position peaked at $552K in Q1 2023.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.