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Kestra Advisory Services’s New Jersey Resources NJR Stock Holding History

Kestra Advisory Services’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 		$242K Sell
4,414
-574
-12% -$29.7K ﹤0.01% 2798
2025
Q4 		$230K Buy
4,988
+706
+16% +$32.6K ﹤0.01% 2765
2025
Q3 		$206K Sell
4,282
-2,535
-37% -$118K ﹤0.01% 2731
2025
Q2 		$306K Buy
6,817
+280
+4% +$13.1K ﹤0.01% 2336
2025
Q1 		$321K Buy
6,537
+96
+1% +$4.55K ﹤0.01% 2127
2024
Q4 		$300K Buy
6,441
+483
+8% +$22.9K ﹤0.01% 2214
2024
Q3 		$281K Sell
5,958
-903
-13% -$41.2K ﹤0.01% 2138
2024
Q2 		$293K Sell
6,861
-73
-1% -$3.15K ﹤0.01% 2129
2024
Q1 		$298K Buy
6,934
+643
+10% +$27.1K ﹤0.01% 2003
2023
Q4 		$280K Sell
6,291
-5,507
-47% -$235K ﹤0.01% 1888
2023
Q3 		$479K Buy
11,798
+5,554
+89% +$243K ﹤0.01% 1396
2023
Q2 		$295K Sell
6,244
-15
-0.2% -$756 ﹤0.01% 1636
2023
Q1 		$333K Sell
6,259
-310
-5% -$15.8K ﹤0.01% 1502
2022
Q4 		$326K Buy
+6,569
New +$300K ﹤0.01% 1678
2022
Q3 		– Sell
-4,485
Closed -$200K – 2198
2022
Q2 		$200K Buy
+4,485
New +$201K ﹤0.01% 1898

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Advisory Services's NJR Position: Q1 2026 in Review

Kestra Advisory Services reduced its New Jersey Resources (NJR) stake by 12% in Q1 2026, selling an estimated $29.7K and leaving 4,414 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #2798.

Kestra Advisory Services first reported a position in NJR in Q2 2022 and has held it in 15 quarters since. The position peaked at $479K in Q3 2023. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Kestra Advisory Services held 4,414 shares of New Jersey Resources worth $242K as of Q1 2026.
  • Kestra Advisory Services sold 574 New Jersey Resources shares in Q1 2026, an estimated $29.7K.
  • New Jersey Resources made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2798 holding.
  • Kestra Advisory Services first reported a position in New Jersey Resources in Q2 2022 and has held it in 15 quarters since.
  • Kestra Advisory Services's New Jersey Resources position peaked at $479K in Q3 2023.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.