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 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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

MCM

Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

C2C Wealth Management's NJR Position: Q2 2026 in Review

C2C Wealth Management held its New Jersey Resources (NJR) position steady in Q2 2026 at 7,424 shares worth $416K. The position accounts for 0.33% of the portfolio, ranked #58.

C2C Wealth Management first reported a position in NJR in Q4 2021 and has held it in 19 quarters since. 143 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

C2C Wealth Management held 7,424 shares of New Jersey Resources worth $416K as of Q2 2026.
C2C Wealth Management left its New Jersey Resources share count unchanged in Q2 2026.
New Jersey Resources made up 0.33% of C2C Wealth Management's portfolio in Q2 2026, its #58 holding.
C2C Wealth Management first reported a position in New Jersey Resources in Q4 2021 and has held it in 19 quarters since.
143 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.