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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
Q2 		$44.8K Buy
800
+100
+14% +$5.59K ﹤0.01% 349
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Heritage Wealth Advisors's NJR Position: Q2 2026 in Review

Heritage Wealth Advisors increased its New Jersey Resources (NJR) stake by 14% in Q2 2026, buying an estimated $5.59K and bringing the position to 800 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Heritage Wealth Advisors first reported a position in NJR in Q4 2023 and has held it in 11 quarters since. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Heritage Wealth Advisors held 800 shares of New Jersey Resources worth $44.8K as of Q2 2026.
  • Heritage Wealth Advisors bought 100 New Jersey Resources shares in Q2 2026, an estimated $5.59K.
  • New Jersey Resources made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #349 holding.
  • Heritage Wealth Advisors first reported a position in New Jersey Resources in Q4 2023 and has held it in 11 quarters since.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.