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 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 $6.73T 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

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

Nicholson Wealth Management Group reduced its New Jersey Resources (NJR) stake by 4.7% in Q2 2026, selling an estimated $101K and leaving 36,577 shares worth $2.05M. The position accounts for 1.21% of the portfolio, ranked #28.

Nicholson Wealth Management Group first reported a position in NJR in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.11M in Q1 2026. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Nicholson Wealth Management Group held 36,577 shares of New Jersey Resources worth $2.05M as of Q2 2026.
Nicholson Wealth Management Group sold 1,810 New Jersey Resources shares in Q2 2026, an estimated $101K.
New Jersey Resources made up 1.21% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #28 holding.
Nicholson Wealth Management Group first reported a position in New Jersey Resources in Q3 2024 and has held it in 8 quarters since.
Nicholson Wealth Management Group's New Jersey Resources position peaked at $2.11M in Q1 2026.
458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.