IFP Advisors’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $77.7K | Buy |
1,386
+101
| +8% | +$5.65K | ﹤0.01% | 2140 |
|
|
2026
Q1 | $70.6K | Sell |
1,285
-6
| -0.5% | -$310 | ﹤0.01% | 2061 |
|
|
2025
Q4 | $59.5K | Sell |
1,291
-587
| -31% | -$27.1K | ﹤0.01% | 2091 |
|
|
2025
Q3 | $90.4K | Buy |
1,878
+374
| +25% | +$17.4K | ﹤0.01% | 1745 |
|
|
2025
Q2 | $67.4K | Buy |
1,504
+282
| +23% | +$13.2K | ﹤0.01% | 1879 |
|
|
2025
Q1 | $60K | Hold |
1,222
| – | – | ﹤0.01% | 1807 |
|
|
2024
Q4 | $57K | Buy |
1,222
+23
| +2% | +$1.09K | ﹤0.01% | 1769 |
|
|
2024
Q3 | $56.6K | Sell |
1,199
-36
| -3% | -$1.64K | ﹤0.01% | 1682 |
|
|
2024
Q2 | $52.8K | Sell |
1,235
-645
| -34% | -$27.8K | ﹤0.01% | 1653 |
|
|
2024
Q1 | $80.7K | Sell |
1,880
-178
| -9% | -$7.51K | ﹤0.01% | 1378 |
|
|
2023
Q4 | $91.8K | Sell |
2,058
-41
| -2% | -$1.75K | ﹤0.01% | 1288 |
|
|
2023
Q3 | $85.3K | Buy |
2,099
+458
| +28% | +$20K | ﹤0.01% | 1335 |
|
|
2023
Q2 | $77.5K | Buy |
1,641
+1,191
| +265% | +$60K | ﹤0.01% | 1429 |
|
|
2023
Q1 | $19.8K | Hold |
450
| – | – | ﹤0.01% | 2030 |
|
|
2022
Q4 | $20K | Hold |
450
| – | – | ﹤0.01% | 2880 |
|
|
2022
Q3 | $20K | Hold |
450
| – | – | ﹤0.01% | 3085 |
|
|
2022
Q2 | $20K | Hold |
450
| – | – | ﹤0.01% | 2842 |
|
|
2022
Q1 | $20K | Sell |
450
-25
| -5% | -$1.04K | ﹤0.01% | 2842 |
|
|
2021
Q4 | $19K | Buy |
475
+25
| +6% | +$967 | ﹤0.01% | 1971 |
|
|
2021
Q3 | $16K | Hold |
450
| – | – | ﹤0.01% | 2087 |
|
|
2021
Q2 | $18K | Hold |
450
| – | – | ﹤0.01% | 1982 |
|
|
2021
Q1 | $18K | Hold |
450
| – | – | ﹤0.01% | 1890 |
|
|
2020
Q4 | $16K | Hold |
450
| – | – | ﹤0.01% | 1873 |
|
|
2020
Q3 | $12K | Sell |
450
-28
| -6% | -$852 | ﹤0.01% | 1842 |
|
|
2020
Q2 | $16K | Buy |
+478
| New | +$15.8K | ﹤0.01% | 1643 |
|
|
2019
Q1 | $3K | Sell |
66
-12,388
| -99% | -$590K | ﹤0.01% | 2016 |
|
|
2018
Q4 | $565K | Sell |
12,454
-11
| -0.1% | -$519 | 0.03% | 508 |
|
|
2018
Q3 | $575K | Buy |
12,465
+12,197
| +4,551% | +$562K | 0.02% | 623 |
|
|
2018
Q2 | $12K | Buy |
268
+188
| +235% | +$7.94K | ﹤0.01% | 2787 |
|
|
2018
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 3392 |
|
|
2017
Q4 | $3K | Sell |
80
-37,507
| -100% | -$1.61M | ﹤0.01% | 3442 |
|
|
2017
Q3 | $1.58M | Buy |
37,587
+235
| +0.6% | +$9.94K | 0.06% | 319 |
|
|
2017
Q2 | $1.48M | Buy |
37,352
+236
| +0.6% | +$9.68K | 0.06% | 327 |
|
|
2017
Q1 | $1.47M | Buy |
37,116
+159
| +0.4% | +$6K | 0.06% | 323 |
|
|
2016
Q4 | $1.31M | Buy |
36,957
+446
| +1% | +$15.1K | 0.06% | 329 |
|
|
2016
Q3 | $1.2M | Buy |
36,511
+674
| +2% | +$23.9K | 0.06% | 321 |
|
|
2016
Q2 | $1.38M | Buy |
35,837
+35,771
| +54,198% | +$1.29M | 0.08% | 283 |
|
|
2016
Q1 | $3K | Sell |
66
-35,262
| -100% | -$1.22M | ﹤0.01% | 2012 |
|
|
2015
Q4 | $1.16M | Buy |
+35,328
| New | +$1.08M | 0.08% | 273 |
|
Other funds holding NJR
IFP Advisors's NJR Position: Q2 2026 in Review
IFP Advisors increased its New Jersey Resources (NJR) stake by 7.9% in Q2 2026, buying an estimated $5.65K and bringing the position to 1,386 shares worth $77.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.
IFP Advisors first reported a position in NJR in Q4 2015 and has held it in 39 quarters since. The position peaked at $1.58M in Q3 2017. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.
- IFP Advisors held 1,386 shares of New Jersey Resources worth $77.7K as of Q2 2026.
- IFP Advisors bought 101 New Jersey Resources shares in Q2 2026, an estimated $5.65K.
- New Jersey Resources made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2140 holding.
- IFP Advisors first reported a position in New Jersey Resources in Q4 2015 and has held it in 39 quarters since.
- IFP Advisors's New Jersey Resources position peaked at $1.58M in Q3 2017.
- 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.