Lido Advisors
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Lido Advisors’s New Jersey Resources NJR Stock Holding History

Lido 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 		$202K Sell
3,565
-568
-14% -$31.8K ﹤0.01% 1968
2026
Q1 		$229K Buy
+4,133
New +$214K ﹤0.01% 1716
2025
Q2 		– Sell
-27,225
Closed -$1.35M – 1721
2025
Q1 		$1.35M Sell
27,225
-582
-2% -$27.6K 0.01% 654
2024
Q4 		$1.31M Buy
27,807
+1,423
+5% +$67.5K 0.01% 653
2024
Q3 		$1.25M Buy
26,384
+7,816
+42% +$357K 0.01% 621
2024
Q2 		$801K Buy
+18,568
New +$801K ﹤0.01% 755
2023
Q2 		– Sell
-29,307
Closed -$1.56M – 1275
2023
Q1 		$1.56M Sell
29,307
-900
-3% -$45.9K 0.02% 388
2022
Q4 		$1.5M Buy
30,207
+7,425
+33% +$339K 0.02% 334
2022
Q3 		$881K Buy
22,782
+9,715
+74% +$433K 0.01% 402
2022
Q2 		$581K Buy
13,067
+4,256
+48% +$191K 0.01% 491
2022
Q1 		$404K Buy
+8,811
New +$367K ﹤0.01% 679

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 $3.37T AUM 44.26% 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

Lido Advisors's NJR Position: Q2 2026 in Review

Lido Advisors reduced its New Jersey Resources (NJR) stake by 14% in Q2 2026, selling an estimated $31.8K and leaving 3,565 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

Lido Advisors first reported a position in NJR in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.56M in Q1 2023. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Lido Advisors held 3,565 shares of New Jersey Resources worth $202K as of Q2 2026.
  • Lido Advisors sold 568 New Jersey Resources shares in Q2 2026, an estimated $31.8K.
  • New Jersey Resources made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1968 holding.
  • Lido Advisors first reported a position in New Jersey Resources in Q1 2022 and has held it in 11 quarters since.
  • Lido Advisors's New Jersey Resources position peaked at $1.56M in Q1 2023.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.