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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Nicholson Wealth Management Group's NJR Position: Q1 2026 in Review

Nicholson Wealth Management Group increased its New Jersey Resources (NJR) stake by 3.2% in Q1 2026, buying an estimated $62.3K and bringing the position to 38,387 shares worth $2.11M. The position accounts for 1.23% of the portfolio, ranked #25.

Nicholson Wealth Management Group first reported a position in NJR in Q3 2024 and has held it in 7 quarters since. 438 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Nicholson Wealth Management Group held 38,387 shares of New Jersey Resources worth $2.11M as of Q1 2026.
Nicholson Wealth Management Group bought 1,205 New Jersey Resources shares in Q1 2026, an estimated $62.3K.
New Jersey Resources made up 1.23% of Nicholson Wealth Management Group's portfolio in Q1 2026, its #25 holding.
Nicholson Wealth Management Group first reported a position in New Jersey Resources in Q3 2024 and has held it in 7 quarters since.
438 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.