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GAMMA Investing’s New Jersey Resources NJR Stock Holding History

GAMMA Investing’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 		$213K Sell
4,205
-329
-7% -$18.2K 0.01% 1275
2026
Q2 		$254K Buy
4,534
+742
+20% +$41.5K 0.01% 1089
2026
Q1 		$208K Buy
3,792
+704
+23% +$36.4K 0.01% 1084
2025
Q4 		$142K Sell
3,088
-427
-12% -$19.7K 0.01% 1302
2025
Q3 		$169K Buy
3,515
+1,258
+56% +$58.6K 0.01% 1094
2025
Q2 		$101K Sell
2,257
-658
-23% -$30.8K 0.01% 1433
2025
Q1 		$143K Buy
2,915
+627
+27% +$29.7K 0.01% 967
2024
Q4 		$107K Buy
2,288
+437
+24% +$20.7K 0.01% 1072
2024
Q3 		$87.4K Buy
1,851
+637
+52% +$29.1K 0.01% 1087
2024
Q2 		$51.9K Buy
1,214
+661
+120% +$28.5K 0.01% 1171
2024
Q1 		$23.7K Sell
553
-429
-44% -$18.1K ﹤0.01% 1526
2023
Q4 		$40.1K Buy
+982
New +$41.9K 0.01% 1033

Other funds holding NJR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

GAMMA Investing's NJR Position: Q3 2026 in Review

GAMMA Investing reduced its New Jersey Resources (NJR) stake by 7.3% in Q3 2026, selling an estimated $18.2K and leaving 4,205 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #1275.

GAMMA Investing first reported a position in NJR in Q4 2023 and has held it in 12 quarters since. The position peaked at $254K in Q2 2026. 15 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • GAMMA Investing held 4,205 shares of New Jersey Resources worth $213K as of Q3 2026.
  • GAMMA Investing sold 329 New Jersey Resources shares in Q3 2026, an estimated $18.2K.
  • New Jersey Resources made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1275 holding.
  • GAMMA Investing first reported a position in New Jersey Resources in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's New Jersey Resources position peaked at $254K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.