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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 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. 46 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.
46 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.