Cetera Investment Advisers
NJR icon

Cetera Investment Advisers’s New Jersey Resources NJR Stock Holding History

Cetera Investment Advisers’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 		$3.84M Buy
68,440
+10,764
+19% +$602K ﹤0.01% 1809
2026
Q1 		$3.17M Buy
57,676
+371
+0.6% +$19.2K ﹤0.01% 1849
2025
Q4 		$2.64M Buy
57,305
+35,261
+160% +$1.63M ﹤0.01% 1973
2025
Q3 		$1.06M Buy
22,044
+9,757
+79% +$455K ﹤0.01% 2722
2025
Q2 		$551K Sell
12,287
-2,174
-15% -$102K ﹤0.01% 2891
2025
Q1 		$709K Buy
14,461
+2,892
+25% +$137K ﹤0.01% 2552
2024
Q4 		$540K Buy
11,569
+555
+5% +$26.3K ﹤0.01% 2622
2024
Q3 		$520K Buy
11,014
+386
+4% +$17.6K ﹤0.01% 2618
2024
Q2 		$454K Buy
10,628
+880
+9% +$38K ﹤0.01% 2666
2024
Q1 		$418K Buy
+9,748
New +$411K ﹤0.01% 2752

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

Cetera Investment Advisers's NJR Position: Q2 2026 in Review

Cetera Investment Advisers increased its New Jersey Resources (NJR) stake by 19% in Q2 2026, buying an estimated $602K and bringing the position to 68,440 shares worth $3.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Cetera Investment Advisers first reported a position in NJR in Q1 2024 and has held it in 10 quarters since. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Cetera Investment Advisers held 68,440 shares of New Jersey Resources worth $3.84M as of Q2 2026.
  • Cetera Investment Advisers bought 10,764 New Jersey Resources shares in Q2 2026, an estimated $602K.
  • New Jersey Resources made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1809 holding.
  • Cetera Investment Advisers first reported a position in New Jersey Resources in Q1 2024 and has held it in 10 quarters since.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.