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Legacy Advisors’s New Jersey Resources NJR Stock Holding History

Legacy Advisors’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 		$1.01M Hold
17,873
– – 0.09% 123
2026
Q1 		$990K Hold
17,873
– – 0.12% 106
2025
Q4 		$833K Hold
17,873
– – 0.09% 120
2025
Q3 		$869K Buy
+17,873
New +$833K 0.11% 104
2025
Q1 		$885K Hold
17,884
– – 0.09% 179
2024
Q4 		$842K Hold
17,884
– – 0.08% 185
2024
Q3 		$852K Hold
17,884
– – 0.09% 175
2024
Q2 		$772K Hold
17,884
– – 0.09% 158
2024
Q1 		$775K Hold
17,884
– – 0.1% 166
2023
Q4 		$805K Hold
17,884
– – 0.1% 152
2023
Q3 		$734K Hold
17,884
– – 0.12% 145
2023
Q2 		$851K Sell
17,884
-1,415
-7% -$71.3K 0.13% 132
2023
Q1 		$1.03M Hold
19,299
– – 0.19% 95
2022
Q4 		$965K Sell
19,299
-350
-2% -$16K 0.18% 91
2022
Q3 		$768K Buy
19,649
+350
+2% +$15.6K 0.17% 90
2022
Q2 		$866K Hold
19,299
– – 0.18% 81
2022
Q1 		$892K Hold
19,299
– – 0.17% 85
2021
Q4 		$799K Hold
19,299
– – 0.29% 46
2021
Q3 		$679K Buy
19,299
+11
+0.1% +$416 0.27% 55
2021
Q2 		$763K Hold
19,288
– – 0.31% 50
2021
Q1 		$769K Hold
19,288
– – 0.34% 46
2020
Q4 		$686K Hold
19,288
– – 0.39% 47
2020
Q3 		$528K Hold
19,288
– – 0.35% 54
2020
Q2 		$636K Sell
19,288
-5,908
-23% -$196K 0.5% 45
2020
Q1 		$864K Hold
25,196
– – 0.86% 28
2019
Q4 		$1.13M Hold
25,196
– – 0.72% 32
2019
Q3 		$1.15M Hold
25,196
– – 0.86% 31
2019
Q2 		$1.26M Sell
25,196
-798
-3% -$39.3K 0.85% 29
2019
Q1 		$1.3M Buy
25,994
+12,997
+100% +$619K 0.42% 54
2018
Q4 		$597K Hold
12,997
– – 0.45% 52
2018
Q3 		$603K Buy
12,997
+1,182
+10% +$54.5K 0.3% 86
2018
Q2 		$532K Buy
+11,815
New +$499K 0.4% 49

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Legacy Advisors's NJR Position: Q2 2026 in Review

Legacy Advisors held its New Jersey Resources (NJR) position steady in Q2 2026 at 17,873 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #123.

Legacy Advisors first reported a position in NJR in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.3M in Q1 2019. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Legacy Advisors held 17,873 shares of New Jersey Resources worth $1.01M as of Q2 2026.
  • Legacy Advisors left its New Jersey Resources share count unchanged in Q2 2026.
  • New Jersey Resources made up 0.09% of Legacy Advisors's portfolio in Q2 2026, its #123 holding.
  • Legacy Advisors first reported a position in New Jersey Resources in Q2 2018 and has held it in 32 quarters since.
  • Legacy Advisors's New Jersey Resources position peaked at $1.3M in Q1 2019.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.