Kestra Advisory Services
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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
Q3 		$1.38M Buy
26,924
+22,293
+481% +$1.23M ﹤0.01% 1733
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Kestra Advisory Services's NJR Position: Q3 2026 in Review

Kestra Advisory Services increased its New Jersey Resources (NJR) stake by 481% in Q3 2026, buying an estimated $1.23M and bringing the position to 26,924 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Kestra Advisory Services first reported a position in NJR in Q2 2022 and has held it in 17 quarters since. 207 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • Kestra Advisory Services held 26,924 shares of New Jersey Resources worth $1.38M as of Q3 2026.
  • Kestra Advisory Services bought 22,293 New Jersey Resources shares in Q3 2026, an estimated $1.23M.
  • New Jersey Resources made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1733 holding.
  • Kestra Advisory Services first reported a position in New Jersey Resources in Q2 2022 and has held it in 17 quarters since.
  • 207 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.