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Capital Advisors Ltd’s New Jersey Resources NJR Stock Holding History

Capital Advisors Ltd’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 		$0 Hold
2
– – ﹤0.01% 1511
2026
Q1 		$0 Hold
2
– – ﹤0.01% 1523
2025
Q4 		$0 Buy
+2
New +$92 ﹤0.01% 1499
2025
Q1 		– Sell
-8
Closed – – 1508
2024
Q4 		$0 Buy
+8
New +$379 ﹤0.01% 1510
2023
Q2 		– Sell
-53
Closed -$3K – 1459
2023
Q1 		$3K Buy
53
+44
+489% +$2.24K ﹤0.01% 820
2022
Q4 		$0 Buy
+9
New +$411 ﹤0.01% 1495

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

Capital Advisors Ltd's NJR Position: Q2 2026 in Review

Capital Advisors Ltd held its New Jersey Resources (NJR) position steady in Q2 2026 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Capital Advisors Ltd first reported a position in NJR in Q4 2022 and has held it in 6 quarters since. The position peaked at $3K in Q1 2023. 456 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Capital Advisors Ltd held 2 shares of New Jersey Resources worth $0 as of Q2 2026.
  • Capital Advisors Ltd left its New Jersey Resources share count unchanged in Q2 2026.
  • New Jersey Resources made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1511 holding.
  • Capital Advisors Ltd first reported a position in New Jersey Resources in Q4 2022 and has held it in 6 quarters since.
  • Capital Advisors Ltd's New Jersey Resources position peaked at $3K in Q1 2023.
  • 456 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.