Physician Wealth Advisors’s New Jersey Resources NJR Stock Holding History

Physician Wealth 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 Q2	$3.08K	Hold	55	–	–	﹤0.01%	1316
2026 Q1	$3.02K	Hold	55	–	–	﹤0.01%	1179
2025 Q4	$2.54K	Buy	+55	New	+$2.54K	﹤0.01%	1189
2025 Q3	–	Sell	-25	Closed	-$1.12K	–	1993
2025 Q2	$1.12K	Buy	+25	New	+$1.17K	﹤0.01%	1330

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Physician Wealth Advisors's NJR Position: Q2 2026 in Review

Physician Wealth Advisors held its New Jersey Resources (NJR) position steady in Q2 2026 at 55 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Physician Wealth Advisors first reported a position in NJR in Q2 2025 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Physician Wealth Advisors held 55 shares of New Jersey Resources worth $3.08K as of Q2 2026.
Physician Wealth Advisors left its New Jersey Resources share count unchanged in Q2 2026.
New Jersey Resources made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1316 holding.
Physician Wealth Advisors first reported a position in New Jersey Resources in Q2 2025 and has held it in 4 quarters since.
62 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.