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Root Financial Partners’s New Jersey Resources NJR Stock Holding History

Root Financial Partners’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 		– Sell
-526
Closed -$28.9K – 2189
2026
Q1 		$28.9K Buy
526
+190
+57% +$9.82K ﹤0.01% 1139
2025
Q4 		$15.5K Buy
336
+50
+17% +$2.31K ﹤0.01% 1299
2025
Q3 		$13.8K Buy
+286
New +$13.3K ﹤0.01% 1298

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
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Root Financial Partners's NJR Position: Q2 2026 in Review

Root Financial Partners sold out of New Jersey Resources (NJR) in Q2 2026, closing a stake of 526 shares — an estimated $28.9K sold.

Root Financial Partners first reported a position in NJR in Q3 2025 and held it in 3 quarters. The position peaked at $28.9K in Q1 2026. 121 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Root Financial Partners reported no remaining New Jersey Resources position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 526 New Jersey Resources shares in Q2 2026, an estimated $28.9K.
  • Root Financial Partners first reported a position in New Jersey Resources in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's New Jersey Resources position peaked at $28.9K in Q1 2026.
  • 121 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.