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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
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

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

Shore Point Advisors's NJR Position: Q2 2026 in Review

Shore Point Advisors increased its New Jersey Resources (NJR) stake by 7.1% in Q2 2026, buying an estimated $63.4K and bringing the position to 17,099 shares worth $958K. The position accounts for 0.33% of the portfolio, ranked #39.

Shore Point Advisors first reported a position in NJR in Q4 2021 and has held it in 15 quarters since. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Shore Point Advisors held 17,099 shares of New Jersey Resources worth $958K as of Q2 2026.
  • Shore Point Advisors bought 1,134 New Jersey Resources shares in Q2 2026, an estimated $63.4K.
  • New Jersey Resources made up 0.33% of Shore Point Advisors's portfolio in Q2 2026, its #39 holding.
  • Shore Point Advisors first reported a position in New Jersey Resources in Q4 2021 and has held it in 15 quarters since.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.