Ellevest Inc’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-3,764
| Closed | -$209K | – | 483 |
|
|
2026
Q2 | $209K | Sell |
3,764
-375
| -9% | -$21K | 0.02% | 439 |
|
|
2026
Q1 | $227K | Sell |
4,139
-236
| -5% | -$12.2K | 0.03% | 388 |
|
|
2025
Q4 | $202K | Sell |
4,375
-1,155
| -21% | -$53.4K | 0.03% | 409 |
|
|
2025
Q3 | $266K | Sell |
5,530
-4,649
| -46% | -$217K | 0.04% | 356 |
|
|
2025
Q2 | $456K | Sell |
10,179
-13,026
| -56% | -$611K | 0.07% | 211 |
|
|
2025
Q1 | $1.14M | Buy |
23,205
+5,218
| +29% | +$247K | 0.08% | 87 |
|
|
2024
Q4 | $839K | Buy |
17,987
+733
| +4% | +$34.7K | 0.05% | 124 |
|
|
2024
Q3 | $814K | Sell |
17,254
-2,347
| -12% | -$107K | 0.05% | 133 |
|
|
2024
Q2 | $838K | Buy |
19,601
+3,365
| +21% | +$145K | 0.05% | 119 |
|
|
2024
Q1 | $697K | Sell |
16,236
-2,690
| -14% | -$113K | 0.04% | 150 |
|
|
2023
Q4 | $844K | Buy |
18,926
+3,055
| +19% | +$130K | 0.06% | 102 |
|
|
2023
Q3 | $645K | Buy |
15,871
+4,407
| +38% | +$193K | 0.05% | 113 |
|
|
2023
Q2 | $541K | Buy |
11,464
+9,610
| +518% | +$484K | 0.04% | 141 |
|
|
2023
Q1 | $98.6K | Sell |
1,854
-320
| -15% | -$16.3K | 0.01% | 452 |
|
|
2022
Q4 | $108K | Sell |
2,174
-598
| -22% | -$27.3K | 0.01% | 418 |
|
|
2022
Q3 | $107K | Sell |
2,772
-3,863
| -58% | -$172K | 0.01% | 403 |
|
|
2022
Q2 | $295K | Sell |
6,635
-4,977
| -43% | -$224K | 0.03% | 195 |
|
|
2022
Q1 | $533K | Buy |
11,612
+3,140
| +37% | +$131K | 0.05% | 109 |
|
|
2021
Q4 | $348K | Buy |
8,472
+728
| +9% | +$28.1K | 0.03% | 179 |
|
|
2021
Q3 | $270K | Buy |
7,744
+2,017
| +35% | +$76.3K | 0.03% | 217 |
|
|
2021
Q2 | $227K | Buy |
5,727
+356
| +7% | +$15K | 0.02% | 233 |
|
|
2021
Q1 | $214K | Buy |
5,371
+470
| +10% | +$17.9K | 0.03% | 210 |
|
|
2020
Q4 | $174K | Buy |
4,901
+1,597
| +48% | +$52K | 0.03% | 192 |
|
|
2020
Q3 | $89K | Buy |
3,304
+47
| +1% | +$1.43K | 0.02% | 288 |
|
|
2020
Q2 | $106K | Buy |
3,257
+1,801
| +124% | +$59.7K | 0.02% | 198 |
|
|
2020
Q1 | $49K | Buy |
1,456
+757
| +108% | +$29.5K | 0.01% | 233 |
|
|
2019
Q4 | $31K | Buy |
+699
| New | +$30.2K | 0.01% | 322 |
|
|
2019
Q2 | – | Sell |
-43
| Closed | -$2K | – | 436 |
|
|
2019
Q1 | $2K | Buy |
+43
| New | +$2.05K | ﹤0.01% | 289 |
|
Other funds holding NJR
Ellevest Inc's NJR Position: Q3 2026 in Review
Ellevest Inc sold out of New Jersey Resources (NJR) in Q3 2026, closing a stake of 3,764 shares — an estimated $209K sold.
Ellevest Inc first reported a position in NJR in Q1 2019 and held it in 28 quarters. The position peaked at $1.14M in Q1 2025. 251 funds tracked by Wall St. Rank hold NJR as of Q3 2026.
- Ellevest Inc reported no remaining New Jersey Resources position as of Q3 2026 after selling out during the quarter.
- Ellevest Inc sold 3,764 New Jersey Resources shares in Q3 2026, an estimated $209K.
- Ellevest Inc first reported a position in New Jersey Resources in Q1 2019 and held it in 28 quarters.
- Ellevest Inc's New Jersey Resources position peaked at $1.14M in Q1 2025.
- 251 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.
Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.