CA
NJR icon

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
Q2 		$9.41K Buy
168
+143
+572% +$8K ﹤0.01% 1999
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 $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

Clearstead Advisors's NJR Position: Q2 2026 in Review

Clearstead Advisors increased its New Jersey Resources (NJR) stake by 572% in Q2 2026, buying an estimated $8K and bringing the position to 168 shares worth $9.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

Clearstead Advisors first reported a position in NJR in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.3K in Q4 2025. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Clearstead Advisors held 168 shares of New Jersey Resources worth $9.41K as of Q2 2026.
  • Clearstead Advisors bought 143 New Jersey Resources shares in Q2 2026, an estimated $8K.
  • New Jersey Resources made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1999 holding.
  • Clearstead Advisors first reported a position in New Jersey Resources in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Advisors's New Jersey Resources position peaked at $14.3K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.