Legacy Advisors’s New Jersey Resources NJR Stock Holding History
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
Q2 | – | Sell |
-17,884
| Closed | -$885K | – | 277 |
|
|
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
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. 453 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.
- 453 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.