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Hennion & Walsh Asset Management’s New Jersey Resources NJR Stock Holding History

Hennion & Walsh Asset 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 		$1.29M Sell
25,590
-860
-3% -$47.6K 0.04% 505
2026
Q2 		$1.48M Sell
26,450
-1,284
-5% -$71.8K 0.04% 466
2026
Q1 		$1.52M Sell
27,734
-1,488
-5% -$76.9K 0.05% 406
2025
Q4 		$1.35M Sell
29,222
-3,326
-10% -$154K 0.05% 448
2025
Q3 		$1.57M Sell
32,548
-38
-0.1% -$1.77K 0.06% 400
2025
Q2 		$1.46M Buy
32,586
+4,631
+17% +$217K 0.06% 391
2025
Q1 		$1.37M Sell
27,955
-11,559
-29% -$548K 0.06% 385
2024
Q4 		$1.84M Buy
39,514
+6,250
+19% +$296K 0.08% 307
2024
Q3 		$1.57M Buy
33,264
+7,105
+27% +$324K 0.07% 345
2024
Q2 		$1.12M Buy
26,159
+5,894
+29% +$254K 0.06% 400
2024
Q1 		$870K Sell
20,265
-86
-0.4% -$3.63K 0.05% 455
2023
Q4 		$907K Sell
20,351
-154
-0.8% -$6.56K 0.05% 425
2023
Q3 		$833K Buy
20,505
+2,085
+11% +$91.3K 0.05% 403
2023
Q2 		$869K Buy
18,420
+12,145
+194% +$612K 0.05% 398
2023
Q1 		$334K Buy
+6,275
New +$320K 0.02% 610

Other funds holding NJR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Hennion & Walsh Asset Management's NJR Position: Q3 2026 in Review

Hennion & Walsh Asset Management reduced its New Jersey Resources (NJR) stake by 3.3% in Q3 2026, selling an estimated $47.6K and leaving 25,590 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #505.

Hennion & Walsh Asset Management first reported a position in NJR in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.84M in Q4 2024. 23 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • Hennion & Walsh Asset Management held 25,590 shares of New Jersey Resources worth $1.29M as of Q3 2026.
  • Hennion & Walsh Asset Management sold 860 New Jersey Resources shares in Q3 2026, an estimated $47.6K.
  • New Jersey Resources made up 0.04% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #505 holding.
  • Hennion & Walsh Asset Management first reported a position in New Jersey Resources in Q1 2023 and has held it in 15 quarters since.
  • Hennion & Walsh Asset Management's New Jersey Resources position peaked at $1.84M in Q4 2024.
  • 23 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.