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Lloyd Advisory Services’s New Jersey Resources NJR Stock Holding History

Lloyd 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
Q2 		– Sell
-40
Closed -$2.19K – 868
2026
Q1 		$2.19K Buy
+40
New +$2.07K ﹤0.01% 653

Other funds holding NJR

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State Street
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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

Lloyd Advisory Services's NJR Position: Q2 2026 in Review

Lloyd Advisory Services sold out of New Jersey Resources (NJR) in Q2 2026, closing a stake of 40 shares — an estimated $2.19K sold.

Lloyd Advisory Services first reported a position in NJR in Q1 2026 and held it in 1 quarter. The position peaked at $2.19K in Q1 2026. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Lloyd Advisory Services reported no remaining New Jersey Resources position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 40 New Jersey Resources shares in Q2 2026, an estimated $2.19K.
  • Lloyd Advisory Services first reported a position in New Jersey Resources in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's New Jersey Resources position peaked at $2.19K in Q1 2026.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.