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Byrne Asset Management’s New Jersey Resources NJR Stock Holding History

Byrne Asset Management’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 		$10.2K Hold
200
– – 0.01% 446
2026
Q2 		$11.2K Hold
200
– – 0.01% 422
2026
Q1 		$11K Sell
200
-125
-38% -$6.46K 0.01% 418
2025
Q4 		$15K Hold
325
– – 0.01% 381
2025
Q3 		$15.6K Hold
325
– – 0.01% 363
2025
Q2 		$14.6K Hold
325
– – 0.01% 368
2025
Q1 		$15.9K Hold
325
– – 0.01% 366
2024
Q4 		$15.2K Hold
325
– – 0.01% 333
2024
Q3 		$15.3K Hold
325
– – 0.01% 340
2024
Q2 		$13.8K Hold
325
– – 0.01% 332
2024
Q1 		$13.9K Hold
325
– – 0.01% 332
2023
Q4 		$14.5K Sell
325
-125
-28% -$5.33K 0.01% 325
2023
Q3 		$18K Hold
450
– – 0.01% 283
2023
Q2 		$21K Hold
450
– – 0.01% 319
2023
Q1 		$24K Hold
450
– – 0.02% 295
2022
Q4 		$22.3K Hold
450
– – 0.02% 310
2022
Q3 		$17K Hold
450
– – 0.01% 314
2022
Q2 		$20K Hold
450
– – 0.01% 277
2022
Q1 		$21K Hold
450
– – 0.01% 305
2021
Q4 		$18K Buy
+450
New +$17.4K 0.01% 305

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
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 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

Byrne Asset Management's NJR Position: Q3 2026 in Review

Byrne Asset Management held its New Jersey Resources (NJR) position steady in Q3 2026 at 200 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #446.

Byrne Asset Management first reported a position in NJR in Q4 2021 and has held it in 20 quarters since. The position peaked at $24K in Q1 2023. 15 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • Byrne Asset Management held 200 shares of New Jersey Resources worth $10.2K as of Q3 2026.
  • Byrne Asset Management left its New Jersey Resources share count unchanged in Q3 2026.
  • New Jersey Resources made up 0.01% of Byrne Asset Management's portfolio in Q3 2026, its #446 holding.
  • Byrne Asset Management first reported a position in New Jersey Resources in Q4 2021 and has held it in 20 quarters since.
  • Byrne Asset Management's New Jersey Resources position peaked at $24K in Q1 2023.
  • 15 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.