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

Nicholson 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 Q3	$1.77M	Sell	34,962 -1,615	-4%	-$89.4K	1.06%	42
2026 Q2	$2.05M	Sell	36,577 -1,810	-5%	-$101K	1.21%	28
2026 Q1	$2.11M	Buy	38,387 +1,205	+3%	+$62.3K	1.23%	25
2025 Q4	$1.71M	Buy	37,182 +1,977	+6%	+$91.3K	1.01%	67
2025 Q3	$1.7M	Buy	35,205 +3,018	+9%	+$141K	0.99%	47
2025 Q2	$1.44M	Buy	32,187 +489	+2%	+$22.9K	0.89%	63
2025 Q1	$1.56M	Buy	31,698 +181	+0.6%	+$8.58K	1.02%	49
2024 Q4	$1.47M	Buy	31,517 +11,478	+57%	+$544K	0.98%	50
2024 Q3	$946K	Buy	+20,039	New	+$915K	0.78%	39

Other funds holding NJR

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Nicholson Wealth Management Group's NJR Position: Q3 2026 in Review

Nicholson Wealth Management Group reduced its New Jersey Resources (NJR) stake by 4.4% in Q3 2026, selling an estimated $89.4K and leaving 34,962 shares worth $1.77M. The position accounts for 1.06% of the portfolio, ranked #42.

Nicholson Wealth Management Group first reported a position in NJR in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.11M in Q1 2026. 363 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

Nicholson Wealth Management Group held 34,962 shares of New Jersey Resources worth $1.77M as of Q3 2026.
Nicholson Wealth Management Group sold 1,615 New Jersey Resources shares in Q3 2026, an estimated $89.4K.
New Jersey Resources made up 1.06% of Nicholson Wealth Management Group's portfolio in Q3 2026, its #42 holding.
Nicholson Wealth Management Group first reported a position in New Jersey Resources in Q3 2024 and has held it in 9 quarters since.
Nicholson Wealth Management Group's New Jersey Resources position peaked at $2.11M in Q1 2026.
363 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.