Sheets Smith Wealth Management’s New Jersey Resources NJR Stock Holding History

Sheets Smith 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	$353K	Hold	6,300	–	–	0.04%	336
2026 Q1	$346K	Hold	6,300	–	–	0.04%	331
2025 Q4	$291K	Hold	6,300	–	–	0.03%	351
2025 Q3	$303K	Hold	6,300	–	–	0.03%	342
2025 Q2	$282K	Hold	6,300	–	–	0.03%	353
2025 Q1	$309K	Hold	6,300	–	–	0.04%	299
2024 Q4	$294K	Hold	6,300	–	–	0.04%	316
2024 Q3	$297K	Hold	6,300	–	–	0.04%	319
2024 Q2	$269K	Hold	6,300	–	–	0.03%	329
2024 Q1	$270K	Hold	6,300	–	–	0.03%	332
2023 Q4	$281K	Hold	6,300	–	–	0.04%	291
2023 Q3	$256K	Hold	6,300	–	–	0.04%	284
2023 Q2	$297K	Hold	6,300	–	–	0.04%	278
2023 Q1	$335K	Hold	6,300	–	–	0.05%	251
2022 Q4	$313K	Hold	6,300	–	–	0.05%	250
2022 Q3	$244K	Hold	6,300	–	–	0.04%	267
2022 Q2	$281K	Hold	6,300	–	–	0.05%	254
2022 Q1	$289K	Hold	6,300	–	–	0.04%	284
2021 Q4	$259K	Hold	6,300	–	–	0.03%	328
2021 Q3	$219K	Hold	6,300	–	–	0.03%	344
2021 Q2	$249K	Hold	6,300	–	–	0.03%	324
2021 Q1	$251K	Hold	6,300	–	–	0.04%	295
2020 Q4	$224K	Buy	+6,300	New	+$205K	0.03%	311
2020 Q3	–	Sell	-6,300	Closed	-$206K	–	301
2020 Q2	$206K	Hold	6,300	–	–	0.04%	244
2020 Q1	$214K	Hold	6,300	–	–	0.04%	247
2019 Q4	$281K	Hold	6,300	–	–	0.05%	276
2019 Q3	$285K	Hold	6,300	–	–	0.06%	256
2019 Q2	$314K	Hold	6,300	–	–	0.06%	263
2019 Q1	$314K	Hold	6,300	–	–	0.07%	266
2018 Q4	$288K	Buy	+6,300	New	+$297K	0.08%	233

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

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

Sheets Smith Wealth Management's NJR Position: Q2 2026 in Review

Sheets Smith Wealth Management held its New Jersey Resources (NJR) position steady in Q2 2026 at 6,300 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #336.

Sheets Smith Wealth Management first reported a position in NJR in Q4 2018 and has held it in 30 quarters since. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Sheets Smith Wealth Management held 6,300 shares of New Jersey Resources worth $353K as of Q2 2026.
Sheets Smith Wealth Management left its New Jersey Resources share count unchanged in Q2 2026.
New Jersey Resources made up 0.04% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #336 holding.
Sheets Smith Wealth Management first reported a position in New Jersey Resources in Q4 2018 and has held it in 30 quarters since.
453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

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