Commonwealth Equity Services
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Commonwealth Equity Services’s New Jersey Resources NJR Stock Holding History

Commonwealth Equity Services’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 		$4.97M Sell
88,646
-4,106
-4% -$230K 0.01% 1401
2026
Q1 		$5.09M Sell
92,752
-7,948
-8% -$411K 0.01% 1317
2025
Q4 		$4.64M Sell
100,700
-3,106
-3% -$144K 0.01% 1379
2025
Q3 		$5M Sell
103,806
-32,968
-24% -$1.54M 0.01% 1348
2025
Q2 		$6.13M Buy
136,774
+7,714
+6% +$362K 0.01% 1181
2025
Q1 		$6.33M Buy
129,060
+3,326
+3% +$158K 0.01% 1125
2024
Q4 		$5.87M Buy
125,734
+1,381
+1% +$65.5K 0.01% 1147
2024
Q3 		$5.87M Buy
124,353
+6,594
+6% +$301K 0.01% 1119
2024
Q2 		$5.03M Sell
117,759
-6,335
-5% -$273K 0.01% 1194
2024
Q1 		$5.33M Buy
124,094
+3,844
+3% +$162K 0.01% 1125
2023
Q4 		$5.36M Buy
120,250
+3,040
+3% +$130K 0.01% 1062
2023
Q3 		$4.76M Buy
117,210
+6,282
+6% +$275K 0.01% 1058
2023
Q2 		$5.24M Sell
110,928
-29,688
-21% -$1.5M 0.01% 1013
2023
Q1 		$7.48K Buy
140,616
+39,308
+39% +$2M 0.02% 809
2022
Q4 		$5.03M Buy
101,308
+1,995
+2% +$91.1K 0.01% 961
2022
Q3 		$3.84M Buy
99,313
+4,887
+5% +$218K 0.01% 1031
2022
Q2 		$4.2M Sell
94,426
-3,708
-4% -$167K 0.01% 980
2022
Q1 		$4.5M Sell
98,134
-2,767
-3% -$115K 0.01% 1001
2021
Q4 		$4.14M Buy
100,901
+4,822
+5% +$186K 0.01% 1031
2021
Q3 		$3.34M Buy
96,079
+4,056
+4% +$153K 0.01% 1113
2021
Q2 		$3.64M Buy
92,023
+5,557
+6% +$235K 0.01% 1037
2021
Q1 		$3.45M Sell
86,466
-105
-0.1% -$4K 0.01% 982
2020
Q4 		$3.08M Buy
86,571
+7,346
+9% +$239K 0.01% 976
2020
Q3 		$2.14M Buy
79,225
+7,870
+11% +$240K 0.01% 1057
2020
Q2 		$2.33M Buy
71,355
+8,543
+14% +$283K 0.01% 959
2020
Q1 		$2.13M Buy
62,812
+8,846
+16% +$345K 0.01% 869
2019
Q4 		$2.4M Sell
53,966
-6,269
-10% -$271K 0.01% 940
2019
Q3 		$2.72M Buy
60,235
+30,830
+105% +$1.45M 0.01% 813
2019
Q2 		$1.46M Sell
29,405
-507
-2% -$25K 0.01% 1125
2019
Q1 		$1.49M Sell
29,912
-66
-0.2% -$3.14K 0.01% 1069
2018
Q4 		$1.37M Buy
29,978
+1,489
+5% +$70.2K 0.01% 1023
2018
Q3 		$1.31M Buy
28,489
+9,723
+52% +$448K 0.01% 1155
2018
Q2 		$840K Buy
18,766
+217
+1% +$9.17K ﹤0.01% 1389
2018
Q1 		$743K Sell
18,549
-315
-2% -$12.3K ﹤0.01% 1428
2017
Q4 		$758K Buy
18,864
+1,206
+7% +$51.8K ﹤0.01% 1391
2017
Q3 		$744K Buy
17,658
+3,273
+23% +$138K ﹤0.01% 1349
2017
Q2 		$571K Sell
14,385
-31,929
-69% -$1.31M ﹤0.01% 1484
2017
Q1 		$1.83M Buy
46,314
+6,067
+15% +$229K 0.01% 784
2016
Q4 		$1.43M Buy
40,247
+702
+2% +$23.8K 0.01% 871
2016
Q3 		$1.3M Sell
39,545
-1,052
-3% -$37.2K 0.01% 875
2016
Q2 		$1.56M Buy
40,597
+374
+0.9% +$13.5K 0.01% 761
2016
Q1 		$1.47M Sell
40,223
-71,588
-64% -$2.48M 0.01% 771
2015
Q4 		$3.69M Buy
111,811
+2,305
+2% +$70.7K 0.03% 425
2015
Q3 		$3.29M Buy
109,506
+18,972
+21% +$539K 0.03% 432
2015
Q2 		$2.49M Buy
90,534
+15,958
+21% +$477K 0.02% 546
2015
Q1 		$2.32M Buy
74,576
+4,738
+7% +$149K 0.02% 558
2014
Q4 		$2.14M Buy
69,838
+3,894
+6% +$111K 0.02% 557
2014
Q3 		$1.67M Buy
65,944
+4,216
+7% +$111K 0.02% 618
2014
Q2 		$1.76M Buy
+61,728
New +$1.6M 0.02% 611
2014
Q1 		– Sell
-36,840
Closed -$852K – 2033
2013
Q4 		$852K Buy
+36,840
New +$829K 0.01% 845

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)
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
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services's NJR Position: Q2 2026 in Review

Commonwealth Equity Services reduced its New Jersey Resources (NJR) stake by 4.4% in Q2 2026, selling an estimated $230K and leaving 88,646 shares worth $4.97M. The position accounts for 0.01% of the portfolio, ranked #1401.

Commonwealth Equity Services first reported a position in NJR in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.33M in Q1 2025. 116 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Commonwealth Equity Services held 88,646 shares of New Jersey Resources worth $4.97M as of Q2 2026.
  • Commonwealth Equity Services sold 4,106 New Jersey Resources shares in Q2 2026, an estimated $230K.
  • New Jersey Resources made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1401 holding.
  • Commonwealth Equity Services first reported a position in New Jersey Resources in Q4 2013 and has held it in 50 quarters since.
  • Commonwealth Equity Services's New Jersey Resources position peaked at $6.33M in Q1 2025.
  • 116 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.