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Clearstead Advisors’s New Jersey Resources NJR Stock Holding History

Clearstead Advisors’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
Q1 		$1.37K Sell
25
-285
-92% -$14.7K ﹤0.01% 1980
2025
Q4 		$14.3K Buy
310
+133
+75% +$6.14K ﹤0.01% 1805
2025
Q3 		$8.52K Buy
177
+92
+108% +$4.29K ﹤0.01% 1972
2025
Q2 		$3.81K Buy
85
+36
+73% +$1.69K ﹤0.01% 2185
2025
Q1 		$2.4K Buy
+49
New +$2.32K ﹤0.01% 1872

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearstead Advisors's NJR Position: Q1 2026 in Review

Clearstead Advisors reduced its New Jersey Resources (NJR) stake by 92% in Q1 2026, selling an estimated $14.7K and leaving 25 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

Clearstead Advisors first reported a position in NJR in Q1 2025 and has held it in 5 quarters since. The position peaked at $14.3K in Q4 2025. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Clearstead Advisors held 25 shares of New Jersey Resources worth $1.37K as of Q1 2026.
  • Clearstead Advisors sold 285 New Jersey Resources shares in Q1 2026, an estimated $14.7K.
  • New Jersey Resources made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1980 holding.
  • Clearstead Advisors first reported a position in New Jersey Resources in Q1 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's New Jersey Resources position peaked at $14.3K in Q4 2025.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.