MPWT
NJR icon

MassMutual Private Wealth & Trust’s New Jersey Resources NJR Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$14.4K Sell
284
-98
-26% -$5.43K ﹤0.01% 1189
2026
Q2 		$21.4K Hold
382
– – ﹤0.01% 1090
2026
Q1 		$21K Buy
382
+9
+2% +$465 ﹤0.01% 1062
2025
Q4 		$17.2K Buy
373
+28
+8% +$1.29K ﹤0.01% 1178
2025
Q3 		$16.6K Buy
345
+66
+24% +$3.08K ﹤0.01% 1199
2025
Q2 		$12.5K Buy
279
+38
+16% +$1.78K ﹤0.01% 1270
2025
Q1 		$11.8K Hold
241
– – ﹤0.01% 1243
2024
Q4 		$11.2K Hold
241
– – ﹤0.01% 1212
2024
Q3 		$11.4K Sell
241
-81
-25% -$3.7K ﹤0.01% 1097
2024
Q2 		$13.8K Buy
322
+190
+144% +$8.2K ﹤0.01% 966
2024
Q1 		$5.66K Buy
132
+8
+6% +$337 ﹤0.01% 1229
2023
Q4 		$5.53K Sell
124
-74
-37% -$3.15K ﹤0.01% 1220
2023
Q3 		$8.04K Sell
198
-36
-15% -$1.58K ﹤0.01% 1095
2023
Q2 		$11K Buy
234
+56
+31% +$2.82K ﹤0.01% 935
2023
Q1 		$9.47K Buy
178
+162
+1,013% +$8.25K ﹤0.01% 959
2022
Q4 		$1K Sell
16
-11
-41% -$502 ﹤0.01% 1497
2022
Q3 		$1K Buy
27
+11
+69% +$490 ﹤0.01% 1467
2022
Q2 		$1K Hold
16
– – ﹤0.01% 1360
2022
Q1 		$1K Buy
+16
New +$666 ﹤0.01% 1372
2021
Q4 		– Sell
-100
Closed -$3K – 1458
2021
Q3 		$3K Buy
+100
New +$3.78K ﹤0.01% 988
2020
Q4 		– Sell
-1,246
Closed -$34K – 917
2020
Q3 		$34K Buy
+1,246
New +$37.9K ﹤0.01% 450

Other funds holding NJR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

MassMutual Private Wealth & Trust's NJR Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its New Jersey Resources (NJR) stake by 26% in Q3 2026, selling an estimated $5.43K and leaving 284 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

MassMutual Private Wealth & Trust first reported a position in NJR in Q3 2020 and has held it in 21 quarters since. The position peaked at $34K in Q3 2020. 15 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • MassMutual Private Wealth & Trust held 284 shares of New Jersey Resources worth $14.4K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 98 New Jersey Resources shares in Q3 2026, an estimated $5.43K.
  • New Jersey Resources made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1189 holding.
  • MassMutual Private Wealth & Trust first reported a position in New Jersey Resources in Q3 2020 and has held it in 21 quarters since.
  • MassMutual Private Wealth & Trust's New Jersey Resources position peaked at $34K in Q3 2020.
  • 15 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.