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

Pinnacle Wealth Management Advisory 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	$951K	Sell	16,970 -219	-1%	-$12.3K	0.06%	186
2026 Q1	$944K	Buy	17,189 +358	+2%	+$18.5K	0.06%	179
2025 Q4	$776K	Sell	16,831 -445	-3%	-$20.6K	0.05%	195
2025 Q3	$832K	Sell	17,276 -389	-2%	-$18.1K	0.06%	169
2025 Q2	$792K	Sell	17,665 -40	-0.2%	-$1.88K	0.07%	164
2025 Q1	$869K	Buy	17,705 +40	+0.2%	+$1.9K	0.08%	146
2024 Q4	$824K	Sell	17,665 -750	-4%	-$35.6K	0.08%	146
2024 Q3	$869K	Hold	18,415	–	–	0.08%	144
2024 Q2	$787K	Hold	18,415	–	–	0.08%	144
2024 Q1	$790K	Hold	18,415	–	–	0.08%	146
2023 Q4	$821K	Hold	18,415	–	–	0.1%	137
2023 Q3	$748K	Hold	18,415	–	–	0.1%	132
2023 Q2	$869K	Sell	18,415 -4,500	-20%	-$227K	0.11%	126
2023 Q1	$1.22M	Hold	22,915	–	–	0.16%	102
2022 Q4	$1.14M	Hold	22,915	–	–	0.17%	105
2022 Q3	$887K	Hold	22,915	–	–	0.15%	110
2022 Q2	$1.02M	Sell	22,915 -2,048	-8%	-$92K	0.16%	107
2022 Q1	$1.15M	Buy	24,963 +95	+0.4%	+$3.96K	0.17%	112
2021 Q4	$1.02M	Buy	+24,868	New	+$961K	0.17%	117

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 $3.38T AUM 44.17% 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

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

Pinnacle Wealth Management Advisory Group reduced its New Jersey Resources (NJR) stake by 1.3% in Q2 2026, selling an estimated $12.3K and leaving 16,970 shares worth $951K. The position accounts for 0.06% of the portfolio, ranked #186.

Pinnacle Wealth Management Advisory Group first reported a position in NJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q1 2023. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 16,970 shares of New Jersey Resources worth $951K as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 219 New Jersey Resources shares in Q2 2026, an estimated $12.3K.
New Jersey Resources made up 0.06% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #186 holding.
Pinnacle Wealth Management Advisory Group first reported a position in New Jersey Resources in Q4 2021 and has held it in 19 quarters since.
Pinnacle Wealth Management Advisory Group's New Jersey Resources position peaked at $1.22M in Q1 2023.
459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.