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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 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. 68 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.
68 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.