Measured Wealth Private Client Group’s New Jersey Resources NJR Stock Holding History

Measured Wealth Private Client Group’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	$785	Hold	14	–	–	﹤0.01%	657
2026 Q1	$769	Hold	14	–	–	﹤0.01%	655
2025 Q4	$646	Sell	14 -572	-98%	-$26.4K	﹤0.01%	680
2025 Q3	$28.2K	Buy	+586	New	+$27.3K	0.01%	402
2023 Q3	–	Sell	-5,988	Closed	-$283K	–	178
2023 Q2	$283K	Sell	5,988 -1,408	-19%	-$71K	0.11%	143
2023 Q1	$393K	Buy	7,396 +1,519	+26%	+$77.4K	0.15%	107
2022 Q4	$292K	Buy	+5,877	New	+$268K	0.12%	122

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Measured Wealth Private Client Group's NJR Position: Q2 2026 in Review

Measured Wealth Private Client Group held its New Jersey Resources (NJR) position steady in Q2 2026 at 14 shares worth $785. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Measured Wealth Private Client Group first reported a position in NJR in Q4 2022 and has held it in 7 quarters since. The position peaked at $393K in Q1 2023. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Measured Wealth Private Client Group held 14 shares of New Jersey Resources worth $785 as of Q2 2026.
Measured Wealth Private Client Group left its New Jersey Resources share count unchanged in Q2 2026.
New Jersey Resources made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #657 holding.
Measured Wealth Private Client Group first reported a position in New Jersey Resources in Q4 2022 and has held it in 7 quarters since.
Measured Wealth Private Client Group's New Jersey Resources position peaked at $393K in Q1 2023.
453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.