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NewEdge Advisors’s New Jersey Resources NJR Stock Holding History

NewEdge Advisors’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
Q1 		$203K Sell
3,702
-8,360
-69% -$432K ﹤0.01% 2587
2025
Q4 		$556K Sell
12,062
-947
-7% -$43.8K ﹤0.01% 1891
2025
Q3 		$626K Buy
13,009
+298
+2% +$13.9K ﹤0.01% 1686
2025
Q2 		$570K Sell
12,711
-9,503
-43% -$445K ﹤0.01% 1613
2025
Q1 		$1.09M Buy
22,214
+8,808
+66% +$418K 0.01% 1142
2024
Q4 		$625K Sell
13,406
-173
-1% -$8.2K ﹤0.01% 1411
2024
Q3 		$641K Buy
13,579
+840
+7% +$38.4K ﹤0.01% 1320
2024
Q2 		$544K Sell
12,739
-2,493
-16% -$108K ﹤0.01% 1363
2024
Q1 		$654K Sell
15,232
-1,262
-8% -$53.2K 0.01% 1197
2023
Q4 		$725K Buy
16,494
+3,050
+23% +$130K 0.01% 1100
2023
Q3 		$546K Sell
13,444
-23,687
-64% -$1.04M 0.01% 1130
2023
Q2 		$1.75M Buy
37,131
+769
+2% +$38.8K 0.02% 636
2023
Q1 		$1.93M Buy
36,362
+17,551
+93% +$894K 0.02% 550
2022
Q4 		$229K Buy
18,811
+7,579
+67% +$346K 0.01% 1127
2022
Q3 		$435K Buy
11,232
+2,477
+28% +$110K 0.01% 1035
2022
Q2 		$390K Buy
+8,755
New +$393K 0.01% 1090
2022
Q1 		– Sell
-8,249
Closed -$339K – 1459
2021
Q4 		$339K Buy
8,249
+432
+6% +$16.7K 0.01% 1262
2021
Q3 		$272K Sell
7,817
-154
-2% -$5.83K 0.01% 937
2021
Q2 		$315K Buy
7,971
+1,492
+23% +$63K 0.01% 881
2021
Q1 		$258K Sell
6,479
-141
-2% -$5.38K 0.01% 865
2020
Q4 		$235K Buy
+6,620
New +$215K 0.01% 842
2017
Q3 		– Sell
-2,406
Closed -$96K – 852
2017
Q2 		$96K Buy
+2,406
New +$98.7K 0.02% 422

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors's NJR Position: Q1 2026 in Review

NewEdge Advisors reduced its New Jersey Resources (NJR) stake by 69% in Q1 2026, selling an estimated $432K and leaving 3,702 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #2587.

NewEdge Advisors first reported a position in NJR in Q2 2017 and has held it in 22 quarters since. The position peaked at $1.93M in Q1 2023. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • NewEdge Advisors held 3,702 shares of New Jersey Resources worth $203K as of Q1 2026.
  • NewEdge Advisors sold 8,360 New Jersey Resources shares in Q1 2026, an estimated $432K.
  • New Jersey Resources made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2587 holding.
  • NewEdge Advisors first reported a position in New Jersey Resources in Q2 2017 and has held it in 22 quarters since.
  • NewEdge Advisors's New Jersey Resources position peaked at $1.93M in Q1 2023.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.