Fortitude Family Office’s New Jersey Resources NJR Stock Holding History

Fortitude Family Office’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 Q3	$4.76K	Sell	94 -73	-44%	-$4.04K	﹤0.01%	1595
2026 Q2	$9.36K	Hold	167	–	–	﹤0.01%	801
2026 Q1	$9.17K	Buy	167 +138	+476%	+$7.13K	﹤0.01%	691
2025 Q4	$1.34K	Sell	29 -3	-9%	-$139	﹤0.01%	1340
2025 Q3	$1.54K	Sell	32 -6	-16%	-$280	﹤0.01%	1365
2025 Q2	$1.7K	Buy	+38	New	+$1.78K	﹤0.01%	1278
2024 Q1	–	Sell	-592	Closed	-$26.4K	–	1047
2023 Q4	$26.4K	Buy	+592	New	+$25.2K	0.02%	256

Other funds holding NJR

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

SAM

Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

Fortitude Family Office's NJR Position: Q3 2026 in Review

Fortitude Family Office reduced its New Jersey Resources (NJR) stake by 44% in Q3 2026, selling an estimated $4.04K and leaving 94 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Fortitude Family Office first reported a position in NJR in Q4 2023 and has held it in 7 quarters since. The position peaked at $26.4K in Q4 2023. 35 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

Fortitude Family Office held 94 shares of New Jersey Resources worth $4.76K as of Q3 2026.
Fortitude Family Office sold 73 New Jersey Resources shares in Q3 2026, an estimated $4.04K.
New Jersey Resources made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1595 holding.
Fortitude Family Office first reported a position in New Jersey Resources in Q4 2023 and has held it in 7 quarters since.
Fortitude Family Office's New Jersey Resources position peaked at $26.4K in Q4 2023.
35 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.