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Fortis Group Advisors’s New Jersey Resources NJR Stock Holding History

Fortis Group 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 		$361K Buy
6,437
+31
+0.5% +$1.73K 0.06% 202
2026
Q1 		$361K Buy
6,406
+7
+0.1% +$362 0.06% 210
2025
Q4 		$317K Buy
6,399
+8
+0.1% +$370 0.05% 234
2025
Q3 		$283K Sell
6,391
-4,392
-41% -$205K 0.05% 195
2025
Q2 		$495K Buy
10,783
+15
+0.1% +$703 0.09% 158
2025
Q1 		$528K Buy
10,768
+7
+0.1% +$332 0.1% 138
2024
Q4 		$502K Buy
10,761
+8
+0.1% +$379 0.09% 131
2024
Q3 		$508K Buy
10,753
+7
+0.1% +$320 0.09% 123
2024
Q2 		$459K Buy
10,746
+7
+0.1% +$302 0.09% 123
2024
Q1 		$461K Buy
+10,739
New +$453K 0.08% 138

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

Fortis Group Advisors's NJR Position: Q2 2026 in Review

Fortis Group Advisors increased its New Jersey Resources (NJR) stake by 0.48% in Q2 2026, buying an estimated $1.73K and bringing the position to 6,437 shares worth $361K. The position accounts for 0.06% of the portfolio, ranked #202.

Fortis Group Advisors first reported a position in NJR in Q1 2024 and has held it in 10 quarters since. The position peaked at $528K in Q1 2025. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Fortis Group Advisors held 6,437 shares of New Jersey Resources worth $361K as of Q2 2026.
  • Fortis Group Advisors bought 31 New Jersey Resources shares in Q2 2026, an estimated $1.73K.
  • New Jersey Resources made up 0.06% of Fortis Group Advisors's portfolio in Q2 2026, its #202 holding.
  • Fortis Group Advisors first reported a position in New Jersey Resources in Q1 2024 and has held it in 10 quarters since.
  • Fortis Group Advisors's New Jersey Resources position peaked at $528K in Q1 2025.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

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