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Brady Family Wealth’s New Jersey Resources NJR Stock Holding History

Brady Family Wealth’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 		– Sell
-4,265
Closed -$234K – 117
2026
Q1 		$234K Buy
+4,265
New +$220K 0.07% 102
2025
Q4 		– Sell
-4,265
Closed -$205K – 111
2025
Q3 		$205K Buy
+4,265
New +$199K 0.06% 108

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Brady Family Wealth's NJR Position: Q2 2026 in Review

Brady Family Wealth sold out of New Jersey Resources (NJR) in Q2 2026, closing a stake of 4,265 shares — an estimated $234K sold.

Brady Family Wealth first reported a position in NJR in Q3 2025 and held it in 2 quarters. The position peaked at $234K in Q1 2026. 219 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Brady Family Wealth reported no remaining New Jersey Resources position as of Q2 2026 after selling out during the quarter.
  • Brady Family Wealth sold 4,265 New Jersey Resources shares in Q2 2026, an estimated $234K.
  • Brady Family Wealth first reported a position in New Jersey Resources in Q3 2025 and held it in 2 quarters.
  • Brady Family Wealth's New Jersey Resources position peaked at $234K in Q1 2026.
  • 219 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.