C2C Wealth Management’s New Jersey Resources NJR Stock Holding History

C2C Wealth 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	$376K	Hold	7,424	–	–	0.29%	60
2026 Q2	$416K	Hold	7,424	–	–	0.33%	58
2026 Q1	$408K	Hold	7,424	–	–	0.34%	58
2025 Q4	$342K	Hold	7,424	–	–	0.29%	60
2025 Q3	$357K	Hold	7,424	–	–	0.31%	57
2025 Q2	$333K	Hold	7,424	–	–	0.3%	61
2025 Q1	$364K	Hold	7,424	–	–	0.34%	57
2024 Q4	$346K	Hold	7,424	–	–	0.32%	58
2024 Q3	$341K	Hold	7,424	–	–	0.32%	60
2024 Q2	$317K	Hold	7,424	–	–	0.31%	61
2024 Q1	$319K	Hold	7,424	–	–	0.32%	63
2023 Q4	$332K	Hold	7,424	–	–	0.28%	76
2023 Q3	$291K	Hold	7,424	–	–	0.04%	200
2023 Q2	$340K	Hold	7,424	–	–	0.04%	193
2023 Q1	$408K	Hold	7,424	–	–	0.07%	166
2022 Q4	$366K	Hold	7,424	–	–	0.06%	124
2022 Q3	$304K	Hold	7,424	–	–	0.06%	135
2022 Q2	$327K	Hold	7,424	–	–	0.06%	136
2022 Q1	$347K	Hold	7,424	–	–	0.06%	146
2021 Q4	$305K	Buy	+7,424	New	+$287K	0.04%	172

Other funds holding NJR

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

C2C Wealth Management's NJR Position: Q3 2026 in Review

C2C Wealth Management held its New Jersey Resources (NJR) position steady in Q3 2026 at 7,424 shares worth $376K. The position accounts for 0.29% of the portfolio, ranked #60.

C2C Wealth Management first reported a position in NJR in Q4 2021 and has held it in 20 quarters since. The position peaked at $416K in Q2 2026. 207 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

C2C Wealth Management held 7,424 shares of New Jersey Resources worth $376K as of Q3 2026.
C2C Wealth Management left its New Jersey Resources share count unchanged in Q3 2026.
New Jersey Resources made up 0.29% of C2C Wealth Management's portfolio in Q3 2026, its #60 holding.
C2C Wealth Management first reported a position in New Jersey Resources in Q4 2021 and has held it in 20 quarters since.
C2C Wealth Management's New Jersey Resources position peaked at $416K in Q2 2026.
207 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.