Heritage Wealth Advisors’s New Jersey Resources NJR Stock Holding History

Heritage Wealth 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 Q1	$38.4K	Hold	700	–	–	﹤0.01%	362
2025 Q4	$32.3K	Hold	700	–	–	﹤0.01%	358
2025 Q3	$33.7K	Hold	700	–	–	﹤0.01%	333
2025 Q2	$31.4K	Hold	700	–	–	﹤0.01%	334
2025 Q1	$34.3K	Hold	700	–	–	﹤0.01%	326
2024 Q4	$32.7K	Hold	700	–	–	﹤0.01%	349
2024 Q3	$33K	Hold	700	–	–	﹤0.01%	360
2024 Q2	$29.9K	Hold	700	–	–	﹤0.01%	354
2024 Q1	$30K	Hold	700	–	–	﹤0.01%	371
2023 Q4	$31.2K	Buy	+700	New	+$29.8K	﹤0.01%	375

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's NJR Position: Q1 2026 in Review

Heritage Wealth Advisors held its New Jersey Resources (NJR) position steady in Q1 2026 at 700 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Heritage Wealth Advisors first reported a position in NJR in Q4 2023 and has held it in 10 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Heritage Wealth Advisors held 700 shares of New Jersey Resources worth $38.4K as of Q1 2026.
Heritage Wealth Advisors left its New Jersey Resources share count unchanged in Q1 2026.
New Jersey Resources made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #362 holding.
Heritage Wealth Advisors first reported a position in New Jersey Resources in Q4 2023 and has held it in 10 quarters since.
437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.