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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
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 $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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Elevation Wealth Partners's NJR Position: Q2 2026 in Review

Elevation Wealth Partners held its New Jersey Resources (NJR) position steady in Q2 2026 at 1,216 shares worth $68.1K. The position accounts for 0.02% of the portfolio, ranked #237.

Elevation Wealth Partners first reported a position in NJR in Q4 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Elevation Wealth Partners held 1,216 shares of New Jersey Resources worth $68.1K as of Q2 2026.
  • Elevation Wealth Partners left its New Jersey Resources share count unchanged in Q2 2026.
  • New Jersey Resources made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #237 holding.
  • Elevation Wealth Partners first reported a position in New Jersey Resources in Q4 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.