Creative Planning
NJR icon

Creative Planning’s New Jersey Resources NJR Stock Holding History

Creative Planning’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 		$1.38M Sell
25,173
-4,952
-16% -$256K ﹤0.01% 2205
2025
Q4 		$1.39M Buy
30,125
+854
+3% +$39.5K ﹤0.01% 2019
2025
Q3 		$1.41M Buy
29,271
+3,688
+14% +$172K ﹤0.01% 1819
2025
Q2 		$1.15M Buy
25,583
+2,009
+9% +$94.2K ﹤0.01% 1735
2025
Q1 		$1.16M Buy
23,574
+272
+1% +$12.9K ﹤0.01% 1606
2024
Q4 		$1.09M Buy
23,302
+2,788
+14% +$132K ﹤0.01% 1591
2024
Q3 		$968K Buy
20,514
+481
+2% +$22K ﹤0.01% 1537
2024
Q2 		$856K Buy
20,033
+1,086
+6% +$46.8K ﹤0.01% 1529
2024
Q1 		$813K Sell
18,947
-575
-3% -$24.2K ﹤0.01% 1492
2023
Q4 		$870K Buy
19,522
+1,160
+6% +$49.4K ﹤0.01% 1308
2023
Q3 		$746K Buy
18,362
+4,732
+35% +$207K ﹤0.01% 1309
2023
Q2 		$643K Sell
13,630
-1,351
-9% -$68.1K ﹤0.01% 1399
2023
Q1 		$797K Buy
14,981
+2,295
+18% +$117K ﹤0.01% 1194
2022
Q4 		$629K Buy
12,686
+90
+0.7% +$4.11K ﹤0.01% 1300
2022
Q3 		$487K Buy
12,596
+2,316
+23% +$103K ﹤0.01% 1349
2022
Q2 		$458K Buy
10,280
+34
+0.3% +$1.53K ﹤0.01% 1367
2022
Q1 		$470K Buy
10,246
+128
+1% +$5.33K ﹤0.01% 1353
2021
Q4 		$415K Sell
10,118
-373
-4% -$14.4K ﹤0.01% 1420
2021
Q3 		$365K Sell
10,491
-82
-0.8% -$3.1K ﹤0.01% 1481
2021
Q2 		$418K Sell
10,573
-657
-6% -$27.8K ﹤0.01% 1377
2021
Q1 		$448K Sell
11,230
-2,760
-20% -$105K ﹤0.01% 1512
2020
Q4 		$497K Sell
13,990
-2,103
-13% -$68.4K ﹤0.01% 1312
2020
Q3 		$435K Buy
16,093
+762
+5% +$23.2K ﹤0.01% 1205
2020
Q2 		$501K Buy
15,331
+1,803
+13% +$59.7K ﹤0.01% 1032
2020
Q1 		$460K Buy
13,528
+165
+1% +$6.44K ﹤0.01% 984
2019
Q4 		$596K Sell
13,363
-1,667
-11% -$72K ﹤0.01% 1019
2019
Q3 		$680K Buy
15,030
+450
+3% +$21.1K ﹤0.01% 918
2019
Q2 		$726K Buy
14,580
+1,497
+11% +$73.8K ﹤0.01% 892
2019
Q1 		$651K Hold
13,083
– – ﹤0.01% 908
2018
Q4 		$598K Hold
13,083
– – ﹤0.01% 874
2018
Q3 		$603K Buy
13,083
+431
+3% +$19.9K ﹤0.01% 982
2018
Q2 		$566K Sell
12,652
-1,479
-10% -$62.5K ﹤0.01% 1005
2018
Q1 		$567K Buy
14,131
+124
+0.9% +$4.83K ﹤0.01% 1016
2017
Q4 		$563K Hold
14,007
– – ﹤0.01% 1005
2017
Q3 		$590K Buy
14,007
+740
+6% +$31.3K ﹤0.01% 971
2017
Q2 		$527K Hold
13,267
– – ﹤0.01% 984
2017
Q1 		$525K Buy
13,267
+40
+0.3% +$1.51K ﹤0.01% 961
2016
Q4 		$470K Buy
13,227
+237
+2% +$8.05K ﹤0.01% 952
2016
Q3 		$427K Buy
12,990
+1,000
+8% +$35.4K ﹤0.01% 974
2016
Q2 		$462K Hold
11,990
– – ﹤0.01% 815
2016
Q1 		$437K Buy
11,990
+8,040
+204% +$279K ﹤0.01% 809
2015
Q4 		$130K Buy
3,950
+436
+12% +$13.4K ﹤0.01% 1487
2015
Q3 		$106K Buy
+3,514
New +$99.9K ﹤0.01% 1567
2015
Q2 		– Sell
-1,992
Closed -$62K – 2346
2015
Q1 		$62K Sell
1,992
-484
-20% -$15.2K ﹤0.01% 1869
2014
Q4 		$76K Buy
2,476
+420
+20% +$11.9K ﹤0.01% 1711
2014
Q3 		$52K Buy
2,056
+64
+3% +$1.68K ﹤0.01% 1892
2014
Q2 		$57K Sell
1,992
-218
-10% -$5.67K ﹤0.01% 1797
2014
Q1 		$55K Hold
2,210
– – ﹤0.01% 1740
2013
Q4 		$51K Sell
2,210
-1,882
-46% -$42.3K ﹤0.01% 1597
2013
Q3 		$90K Buy
4,092
+1,882
+85% +$41.3K ﹤0.01% 1180
2013
Q2 		$46K Buy
+2,210
New +$50K ﹤0.01% 1435

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

Creative Planning's NJR Position: Q1 2026 in Review

Creative Planning reduced its New Jersey Resources (NJR) stake by 16% in Q1 2026, selling an estimated $256K and leaving 25,173 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2205.

Creative Planning first reported a position in NJR in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.41M in Q3 2025. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Creative Planning held 25,173 shares of New Jersey Resources worth $1.38M as of Q1 2026.
  • Creative Planning sold 4,952 New Jersey Resources shares in Q1 2026, an estimated $256K.
  • New Jersey Resources made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2205 holding.
  • Creative Planning first reported a position in New Jersey Resources in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's New Jersey Resources position peaked at $1.41M in Q3 2025.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.