LPL Financial’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 | $5.1M | Sell |
91,023
-3,117
| -3% | -$174K | ﹤0.01% | 2785 |
|
|
2026
Q1 | $5.17M | Buy |
94,140
+7,109
| +8% | +$367K | ﹤0.01% | 2591 |
|
|
2025
Q4 | $4.01M | Sell |
87,031
-242
| -0.3% | -$11.2K | ﹤0.01% | 2737 |
|
|
2025
Q3 | $4.2M | Buy |
87,273
+1,729
| +2% | +$80.6K | ﹤0.01% | 2627 |
|
|
2025
Q2 | $3.83M | Buy |
85,544
+13,295
| +18% | +$623K | ﹤0.01% | 2530 |
|
|
2025
Q1 | $3.54M | Buy |
72,249
+19,338
| +37% | +$917K | ﹤0.01% | 2427 |
|
|
2024
Q4 | $2.47M | Sell |
52,911
-16,238
| -23% | -$770K | ﹤0.01% | 2679 |
|
|
2024
Q3 | $3.26M | Sell |
69,149
-2,228
| -3% | -$102K | ﹤0.01% | 2300 |
|
|
2024
Q2 | $3.05M | Sell |
71,377
-13,201
| -16% | -$569K | ﹤0.01% | 2241 |
|
|
2024
Q1 | $3.63M | Sell |
84,578
-33,085
| -28% | -$1.4M | ﹤0.01% | 2038 |
|
|
2023
Q4 | $5.25M | Buy |
117,663
+3,752
| +3% | +$160K | ﹤0.01% | 1658 |
|
|
2023
Q3 | $4.63M | Buy |
113,911
+4,912
| +5% | +$215K | ﹤0.01% | 1644 |
|
|
2023
Q2 | $5.14M | Buy |
108,999
+6,246
| +6% | +$315K | ﹤0.01% | 1542 |
|
|
2023
Q1 | $5.47M | Buy |
102,753
+830
| +0.8% | +$42.3K | ﹤0.01% | 1448 |
|
|
2022
Q4 | $5.06M | Sell |
101,923
-1,582
| -2% | -$72.2K | ﹤0.01% | 1442 |
|
|
2022
Q3 | $4.01M | Sell |
103,505
-1,411
| -1% | -$62.9K | ﹤0.01% | 1528 |
|
|
2022
Q2 | $4.67M | Buy |
104,916
+2,818
| +3% | +$127K | ﹤0.01% | 1458 |
|
|
2022
Q1 | $4.68M | Buy |
102,098
+1,971
| +2% | +$82.1K | ﹤0.01% | 1486 |
|
|
2021
Q4 | $4.11M | Sell |
100,127
-2,970
| -3% | -$115K | ﹤0.01% | 1578 |
|
|
2021
Q3 | $3.59M | Buy |
103,097
+4,127
| +4% | +$156K | ﹤0.01% | 1618 |
|
|
2021
Q2 | $3.92M | Buy |
98,970
+1,387
| +1% | +$58.6K | ﹤0.01% | 1513 |
|
|
2021
Q1 | $3.89M | Buy |
97,583
+6,686
| +7% | +$255K | ﹤0.01% | 1394 |
|
|
2020
Q4 | $3.23M | Buy |
90,897
+70,503
| +346% | +$2.29M | ﹤0.01% | 1373 |
|
|
2020
Q3 | $551K | Sell |
20,394
-861
| -4% | -$26.2K | ﹤0.01% | 2379 |
|
|
2020
Q2 | $694K | Sell |
21,255
-1,911
| -8% | -$63.3K | ﹤0.01% | 2117 |
|
|
2020
Q1 | $787K | Sell |
23,166
-1,985
| -8% | -$77.5K | ﹤0.01% | 1782 |
|
|
2019
Q4 | $1.12M | Buy |
25,151
+3,241
| +15% | +$140K | ﹤0.01% | 1747 |
|
|
2019
Q3 | $991K | Buy |
21,910
+3,163
| +17% | +$148K | ﹤0.01% | 1752 |
|
|
2019
Q2 | $933K | Buy |
18,747
+2,601
| +16% | +$128K | ﹤0.01% | 1771 |
|
|
2019
Q1 | $804K | Buy |
16,146
+9,120
| +130% | +$434K | ﹤0.01% | 1810 |
|
|
2018
Q4 | $321K | Buy |
7,026
+862
| +14% | +$40.7K | ﹤0.01% | 2409 |
|
|
2018
Q3 | $284K | Sell |
6,164
-122
| -2% | -$5.62K | ﹤0.01% | 2744 |
|
|
2018
Q2 | $281K | Sell |
6,286
-6,425
| -51% | -$271K | ﹤0.01% | 2709 |
|
|
2018
Q1 | $510K | Buy |
12,711
+3,780
| +42% | +$147K | ﹤0.01% | 2132 |
|
|
2017
Q4 | $359K | Buy |
+8,931
| New | +$384K | ﹤0.01% | 2336 |
|
|
2015
Q1 | – | Sell |
-11,584
| Closed | -$354K | – | 2839 |
|
|
2014
Q4 | $354K | Buy |
11,584
+2,250
| +24% | +$64K | ﹤0.01% | 2023 |
|
|
2014
Q3 | $233K | Buy |
+9,334
| New | +$246K | ﹤0.01% | 2348 |
|
Other funds holding NJR
LPL Financial's NJR Position: Q2 2026 in Review
LPL Financial reduced its New Jersey Resources (NJR) stake by 3.3% in Q2 2026, selling an estimated $174K and leaving 91,023 shares worth $5.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2785.
LPL Financial first reported a position in NJR in Q3 2014 and has held it in 37 quarters since. The position peaked at $5.47M in Q1 2023. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.
- LPL Financial held 91,023 shares of New Jersey Resources worth $5.1M as of Q2 2026.
- LPL Financial sold 3,117 New Jersey Resources shares in Q2 2026, an estimated $174K.
- New Jersey Resources made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2785 holding.
- LPL Financial first reported a position in New Jersey Resources in Q3 2014 and has held it in 37 quarters since.
- LPL Financial's New Jersey Resources position peaked at $5.47M in Q1 2023.
- 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.