FNWA
NJR icon

Financial Network Wealth Advisors’s New Jersey Resources NJR Stock Holding History

Financial Network 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
Q1 		– Sell
-48
Closed -$2.21K – 865
2025
Q4 		$2.21K Hold
48
– – ﹤0.01% 658
2025
Q3 		$2.31K Hold
48
– – ﹤0.01% 642
2025
Q2 		$2.15K Hold
48
– – ﹤0.01% 637
2025
Q1 		$2.35K Buy
+48
New +$2.27K ﹤0.01% 571

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Network Wealth Advisors's NJR Position: Q1 2026 in Review

Financial Network Wealth Advisors sold out of New Jersey Resources (NJR) in Q1 2026, closing a stake of 48 shares — an estimated $2.21K sold.

Financial Network Wealth Advisors first reported a position in NJR in Q1 2025 and held it in 4 quarters. The position peaked at $2.35K in Q1 2025. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Financial Network Wealth Advisors reported no remaining New Jersey Resources position as of Q1 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 48 New Jersey Resources shares in Q1 2026, an estimated $2.21K.
  • Financial Network Wealth Advisors first reported a position in New Jersey Resources in Q1 2025 and held it in 4 quarters.
  • Financial Network Wealth Advisors's New Jersey Resources position peaked at $2.35K in Q1 2025.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.