EWP
NJR icon

Elevation Wealth Partners’s New Jersey Resources NJR Stock Holding History

Elevation Wealth Partners’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 		$61.5K Hold
1,216
– – 0.02% 324
2026
Q2 		$68.1K Hold
1,216
– – 0.02% 237
2026
Q1 		$66.8K Buy
1,216
+1,179
+3,186% +$60.9K 0.02% 206
2025
Q4 		$1.71K Buy
+37
New +$1.71K ﹤0.01% 809

Other funds holding NJR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Elevation Wealth Partners's NJR Position: Q3 2026 in Review

Elevation Wealth Partners held its New Jersey Resources (NJR) position steady in Q3 2026 at 1,216 shares worth $61.5K. The position accounts for 0.02% of the portfolio, ranked #324.

Elevation Wealth Partners first reported a position in NJR in Q4 2025 and has held it in 4 quarters since. The position peaked at $68.1K in Q2 2026. 15 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • Elevation Wealth Partners held 1,216 shares of New Jersey Resources worth $61.5K as of Q3 2026.
  • Elevation Wealth Partners left its New Jersey Resources share count unchanged in Q3 2026.
  • New Jersey Resources made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #324 holding.
  • Elevation Wealth Partners first reported a position in New Jersey Resources in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's New Jersey Resources position peaked at $68.1K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.