Raffa Wealth Management’s New Jersey Resources NJR Stock Holding History

Raffa Wealth Management’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	$112	Sell	2 -1	-33%	-$56	﹤0.01%	1362
2026 Q1	$165	Buy	+3	New	+$155	﹤0.01%	1214
2022 Q3	–	Sell	-14	Closed	-$623	–	1185
2022 Q2	$623	Hold	14	–	–	﹤0.01%	963
2022 Q1	$642	Buy	+14	New	+$583	﹤0.01%	1004
2017 Q1	–	Sell	-21	Closed	-$746	–	686
2016 Q4	$746	Hold	21	–	–	﹤0.01%	541
2016 Q3	$690	Hold	21	–	–	﹤0.01%	562
2016 Q2	$810	Sell	21 -19	-48%	-$685	﹤0.01%	463
2016 Q1	$1.46K	Hold	40	–	–	﹤0.01%	309
2015 Q4	$1.32K	Hold	40	–	–	﹤0.01%	325
2015 Q3	$1.2K	Hold	40	–	–	﹤0.01%	346
2015 Q2	$1.1K	Hold	40	–	–	﹤0.01%	367
2015 Q1	$1.24K	Sell	40 -12	-23%	-$377	﹤0.01%	336
2014 Q4	$1.59K	Hold	52	–	–	﹤0.01%	274
2014 Q3	$1.31K	Buy	+52	New	+$1.37K	﹤0.01%	292
2014 Q1	–	Sell	-52	Closed	-$1.59K	–	570
2013 Q4	$1.59K	Buy	+52	New	+$1.17K	﹤0.01%	274

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

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Raffa Wealth Management's NJR Position: Q2 2026 in Review

Raffa Wealth Management reduced its New Jersey Resources (NJR) stake by 33% in Q2 2026, selling an estimated $56 and leaving 2 shares worth $112. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Raffa Wealth Management first reported a position in NJR in Q4 2013 and has held it in 15 quarters since. The position peaked at $1.59K in Q4 2014. 425 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Raffa Wealth Management held 2 shares of New Jersey Resources worth $112 as of Q2 2026.
Raffa Wealth Management sold 1 New Jersey Resources share in Q2 2026, an estimated $56.
New Jersey Resources made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1362 holding.
Raffa Wealth Management first reported a position in New Jersey Resources in Q4 2013 and has held it in 15 quarters since.
Raffa Wealth Management's New Jersey Resources position peaked at $1.59K in Q4 2014.
425 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

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