Kestra Investment Management’s New Jersey Resources NJR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.88M	Buy	40,454 +24,881	+160%	+$1.16M	0.03%	197
2025 Q1	$764K	Buy	15,573 +4,921	+46%	+$241K	0.02%	201
2024 Q4	$497K	Buy	+10,652	New	+$497K	0.02%	231