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National Wealth Management Group’s New Jersey Resources NJR Stock Holding History

National Wealth Management 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 		$249K Sell
4,451
-88
-2% -$4.92K 0.08% 197
2026
Q1 		$249K Sell
4,539
-627
-12% -$32.4K 0.09% 184
2025
Q4 		$238K Buy
+5,166
New +$239K 0.08% 214
2023
Q1 		– Sell
-7,937
Closed -$394K – 156
2022
Q4 		$394K Buy
+7,937
New +$362K 0.47% 75

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

National Wealth Management Group's NJR Position: Q2 2026 in Review

National Wealth Management Group reduced its New Jersey Resources (NJR) stake by 1.9% in Q2 2026, selling an estimated $4.92K and leaving 4,451 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #197.

National Wealth Management Group first reported a position in NJR in Q4 2022 and has held it in 4 quarters since. The position peaked at $394K in Q4 2022. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • National Wealth Management Group held 4,451 shares of New Jersey Resources worth $249K as of Q2 2026.
  • National Wealth Management Group sold 88 New Jersey Resources shares in Q2 2026, an estimated $4.92K.
  • New Jersey Resources made up 0.08% of National Wealth Management Group's portfolio in Q2 2026, its #197 holding.
  • National Wealth Management Group first reported a position in New Jersey Resources in Q4 2022 and has held it in 4 quarters since.
  • National Wealth Management Group's New Jersey Resources position peaked at $394K in Q4 2022.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.