Shore Point Advisors
NJR icon

Shore Point Advisors’s New Jersey Resources NJR Stock Holding History

Shore Point Advisors’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
Q3 		$866K Buy
17,107
+8
+0% +$443 0.27% 43
2026
Q2 		$958K Buy
17,099
+1,134
+7% +$63.4K 0.33% 39
2026
Q1 		$877K Sell
15,965
-140
-0.9% -$7.24K 0.35% 40
2025
Q4 		$743K Buy
16,105
+10
+0.1% +$462 0.31% 41
2025
Q3 		$775K Buy
16,095
+9
+0.1% +$419 0.34% 40
2025
Q2 		$721K Buy
16,086
+9
+0.1% +$422 0.35% 39
2025
Q1 		$789K Buy
16,077
+9
+0.1% +$427 0.42% 36
2024
Q4 		$750K Buy
16,068
+9
+0.1% +$427 0.4% 37
2024
Q3 		$758K Buy
16,059
+9
+0.1% +$411 0.41% 35
2024
Q2 		$686K Buy
16,050
+9,170
+133% +$396K 0.39% 36
2024
Q1 		$295K Buy
6,880
+258
+4% +$10.9K 0.17% 47
2023
Q4 		$295K Buy
6,622
+9
+0.1% +$384 0.18% 47
2023
Q3 		$269K Buy
6,613
+7
+0.1% +$306 0.19% 44
2023
Q2 		$312K Buy
6,606
+7
+0.1% +$353 0.22% 42
2023
Q1 		$351K Buy
+6,599
New +$336K 0.27% 37
2022
Q1 		– Sell
-844
Closed -$35K – 145
2021
Q4 		$35K Buy
+844
New +$32.6K 0.03% 84

Other funds holding NJR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.5B AUM 31.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Shore Point Advisors's NJR Position: Q3 2026 in Review

Shore Point Advisors increased its New Jersey Resources (NJR) stake by 0.05% in Q3 2026, buying an estimated $443 and bringing the position to 17,107 shares worth $866K. The position accounts for 0.27% of the portfolio, ranked #43.

Shore Point Advisors first reported a position in NJR in Q4 2021 and has held it in 16 quarters since. The position peaked at $958K in Q2 2026. 299 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • Shore Point Advisors held 17,107 shares of New Jersey Resources worth $866K as of Q3 2026.
  • Shore Point Advisors bought 8 New Jersey Resources shares in Q3 2026, an estimated $443.
  • New Jersey Resources made up 0.27% of Shore Point Advisors's portfolio in Q3 2026, its #43 holding.
  • Shore Point Advisors first reported a position in New Jersey Resources in Q4 2021 and has held it in 16 quarters since.
  • Shore Point Advisors's New Jersey Resources position peaked at $958K in Q2 2026.
  • 299 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Shore Point Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.