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Evolve Private Wealth’s New Jersey Resources NJR Stock Holding History

Evolve Private Wealth’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 		– Sell
-4,480
Closed -$246K – 1165
2026
Q1 		$246K Sell
4,480
-597
-12% -$30.9K 0.01% 857
2025
Q4 		$237K Buy
+5,077
New +$235K 0.01% 816

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

Evolve Private Wealth's NJR Position: Q2 2026 in Review

Evolve Private Wealth sold out of New Jersey Resources (NJR) in Q2 2026, closing a stake of 4,480 shares — an estimated $246K sold.

Evolve Private Wealth first reported a position in NJR in Q4 2025 and held it in 2 quarters. The position peaked at $246K in Q1 2026. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Evolve Private Wealth reported no remaining New Jersey Resources position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 4,480 New Jersey Resources shares in Q2 2026, an estimated $246K.
  • Evolve Private Wealth first reported a position in New Jersey Resources in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's New Jersey Resources position peaked at $246K in Q1 2026.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.