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 Q2	$260K	Buy	4,631 +217	+5%	+$12.1K	﹤0.01%	2891
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kestra Advisory Services's NJR Position: Q2 2026 in Review

Kestra Advisory Services increased its New Jersey Resources (NJR) stake by 4.9% in Q2 2026, buying an estimated $12.1K and bringing the position to 4,631 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2891.

Kestra Advisory Services first reported a position in NJR in Q2 2022 and has held it in 16 quarters since. The position peaked at $479K in Q3 2023. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Kestra Advisory Services held 4,631 shares of New Jersey Resources worth $260K as of Q2 2026.
Kestra Advisory Services bought 217 New Jersey Resources shares in Q2 2026, an estimated $12.1K.
New Jersey Resources made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2891 holding.
Kestra Advisory Services first reported a position in New Jersey Resources in Q2 2022 and has held it in 16 quarters since.
Kestra Advisory Services's New Jersey Resources position peaked at $479K in Q3 2023.
459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.