Cornerstone Planning Group
NJR icon

Cornerstone Planning Group’s New Jersey Resources NJR Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-17
Closed -$1K – 1150
2026
Q2 		$1K Hold
17
– – ﹤0.01% 1499
2026
Q1 		$952 Buy
17
+9
+113% +$465 ﹤0.01% 1482
2025
Q4 		$390 Sell
8
-437
-98% -$20.2K ﹤0.01% 1562
2025
Q3 		$25.3K Buy
445
+437
+5,463% +$20.4K ﹤0.01% 507
2025
Q2 		$373 Buy
+8
New +$375 ﹤0.01% 1380

Other funds holding NJR

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Cornerstone Planning Group's NJR Position: Q3 2026 in Review

Cornerstone Planning Group sold out of New Jersey Resources (NJR) in Q3 2026, closing a stake of 17 shares — an estimated $1K sold.

Cornerstone Planning Group first reported a position in NJR in Q2 2025 and held it in 5 quarters. The position peaked at $25.3K in Q3 2025. 88 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • Cornerstone Planning Group reported no remaining New Jersey Resources position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 17 New Jersey Resources shares in Q3 2026, an estimated $1K.
  • Cornerstone Planning Group first reported a position in New Jersey Resources in Q2 2025 and held it in 5 quarters.
  • Cornerstone Planning Group's New Jersey Resources position peaked at $25.3K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.