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EverSource Wealth Advisors’s New Jersey Resources NJR Stock Holding History

EverSource Wealth Advisors’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 		$53K Sell
946
-445
-32% -$24.9K ﹤0.01% 1746
2026
Q1 		$76.4K Buy
1,391
+280
+25% +$14.5K ﹤0.01% 1594
2025
Q4 		$51.2K Sell
1,111
-299
-21% -$13.8K ﹤0.01% 1734
2025
Q3 		$67.9K Buy
1,410
+207
+17% +$9.65K ﹤0.01% 1486
2025
Q2 		$53.9K Buy
1,203
+868
+259% +$40.7K ﹤0.01% 1573
2025
Q1 		$16.4K Buy
335
+201
+150% +$9.53K ﹤0.01% 1807
2024
Q4 		$6.25K Hold
134
– – ﹤0.01% 2244
2024
Q3 		$6.33K Sell
134
-283
-68% -$12.9K ﹤0.01% 2119
2024
Q2 		$19.5K Buy
417
+22
+6% +$949 ﹤0.01% 1520
2024
Q1 		$17.3K Buy
395
+107
+37% +$4.51K ﹤0.01% 1433
2023
Q4 		$12.8K Buy
288
+180
+167% +$7.67K ﹤0.01% 1447
2023
Q3 		$4.39K Buy
108
+54
+100% +$2.36K ﹤0.01% 1752
2023
Q2 		$2.55K Sell
54
-91
-63% -$4.59K ﹤0.01% 1959
2023
Q1 		$7.71K Buy
+145
New +$7.39K ﹤0.01% 1477

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EverSource Wealth Advisors's NJR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its New Jersey Resources (NJR) stake by 32% in Q2 2026, selling an estimated $24.9K and leaving 946 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

EverSource Wealth Advisors first reported a position in NJR in Q1 2023 and has held it in 14 quarters since. The position peaked at $76.4K in Q1 2026. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • EverSource Wealth Advisors held 946 shares of New Jersey Resources worth $53K as of Q2 2026.
  • EverSource Wealth Advisors sold 445 New Jersey Resources shares in Q2 2026, an estimated $24.9K.
  • New Jersey Resources made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1746 holding.
  • EverSource Wealth Advisors first reported a position in New Jersey Resources in Q1 2023 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's New Jersey Resources position peaked at $76.4K in Q1 2026.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.