D.A. Davidson & Co’s New Jersey Resources NJR Stock Holding History

D.A. Davidson & Co’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	$295K	Sell	5,255 -68	-1%	-$3.81K	﹤0.01%	1401
2026 Q1	$292K	Buy	+5,323	New	+$275K	﹤0.01%	1363
2017 Q3	–	Sell	-1,754	Closed	-$69K	–	1681
2017 Q2	$69K	Hold	1,754	–	–	﹤0.01%	1412
2017 Q1	$69K	Sell	1,754 -256	-13%	-$9.66K	﹤0.01%	1387
2016 Q4	$71K	Hold	2,010	–	–	﹤0.01%	1455
2016 Q3	$66K	Hold	2,010	–	–	﹤0.01%	1403
2016 Q2	$77K	Hold	2,010	–	–	﹤0.01%	1233
2016 Q1	$73K	Hold	2,010	–	–	﹤0.01%	1243
2015 Q4	$66K	Hold	2,010	–	–	﹤0.01%	1292
2015 Q3	$60K	Hold	2,010	–	–	﹤0.01%	1289
2015 Q2	$55K	Hold	2,010	–	–	﹤0.01%	1386
2015 Q1	$62K	Hold	2,010	–	–	﹤0.01%	1349
2014 Q4	$61K	Hold	2,010	–	–	﹤0.01%	1354
2014 Q3	$50K	Hold	2,010	–	–	﹤0.01%	1405
2014 Q2	$57K	Hold	2,010	–	–	﹤0.01%	1366
2014 Q1	$50K	Buy	+2,010	New	+$46.1K	﹤0.01%	1401

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

D.A. Davidson & Co's NJR Position: Q2 2026 in Review

D.A. Davidson & Co reduced its New Jersey Resources (NJR) stake by 1.3% in Q2 2026, selling an estimated $3.81K and leaving 5,255 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

D.A. Davidson & Co first reported a position in NJR in Q1 2014 and has held it in 16 quarters since. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

D.A. Davidson & Co held 5,255 shares of New Jersey Resources worth $295K as of Q2 2026.
D.A. Davidson & Co sold 68 New Jersey Resources shares in Q2 2026, an estimated $3.81K.
New Jersey Resources made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1401 holding.
D.A. Davidson & Co first reported a position in New Jersey Resources in Q1 2014 and has held it in 16 quarters since.
453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.