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

Private 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 		$8.86K Hold
158
– – ﹤0.01% 617
2026
Q1 		$8.68K Hold
158
– – ﹤0.01% 570
2025
Q4 		$7.29K Hold
158
– – ﹤0.01% 624
2025
Q3 		$7.61K Hold
158
– – ﹤0.01% 620
2025
Q2 		$7.08K Hold
158
– – ﹤0.01% 614
2025
Q1 		$7.75K Hold
158
– – ﹤0.01% 561
2024
Q4 		$7.37K Hold
158
– – ﹤0.01% 590
2024
Q3 		$7.46K Hold
158
– – ﹤0.01% 566
2024
Q2 		$6.75K Buy
158
+86
+119% +$3.71K ﹤0.01% 590
2024
Q1 		$3.09K Hold
72
– – ﹤0.01% 797
2023
Q4 		$3.21K Buy
+72
New +$3.07K ﹤0.01% 776

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Private Wealth Management Group held its New Jersey Resources (NJR) position steady in Q2 2026 at 158 shares worth $8.86K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Private Wealth Management Group first reported a position in NJR in Q4 2023 and has held it in 11 quarters since. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Private Wealth Management Group held 158 shares of New Jersey Resources worth $8.86K as of Q2 2026.
  • Private Wealth Management Group left its New Jersey Resources share count unchanged in Q2 2026.
  • New Jersey Resources made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #617 holding.
  • Private Wealth Management Group first reported a position in New Jersey Resources in Q4 2023 and has held it in 11 quarters since.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.