HB Wealth Management
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HB Wealth Management’s New Jersey Resources NJR Stock Holding History

HB Wealth Management’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 		– Sell
-6,549
Closed -$367K – 1947
2026
Q2 		$367K Buy
+6,549
New +$366K ﹤0.01% 1264

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HB Wealth Management's NJR Position: Q3 2026 in Review

HB Wealth Management sold out of New Jersey Resources (NJR) in Q3 2026, closing a stake of 6,549 shares — an estimated $367K sold.

HB Wealth Management first reported a position in NJR in Q2 2026 and held it in 1 quarter. The position peaked at $367K in Q2 2026. 114 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • HB Wealth Management reported no remaining New Jersey Resources position as of Q3 2026 after selling out during the quarter.
  • HB Wealth Management sold 6,549 New Jersey Resources shares in Q3 2026, an estimated $367K.
  • HB Wealth Management first reported a position in New Jersey Resources in Q2 2026 and held it in 1 quarter.
  • HB Wealth Management's New Jersey Resources position peaked at $367K in Q2 2026.
  • 114 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.