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Smallwood Wealth Investment Management’s New Jersey Resources NJR Stock Holding History

Smallwood Wealth Investment 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 		$597K Buy
10,646
+14
+0.1% +$783 0.26% 44
2026
Q1 		$584K Buy
10,632
+17
+0.2% +$879 0.31% 39
2025
Q4 		$490K Buy
10,615
+16
+0.2% +$739 0.26% 47
2025
Q3 		$510K Buy
10,599
+16
+0.2% +$746 0.26% 49
2025
Q2 		$474K Buy
10,583
+15
+0.1% +$703 0.27% 47
2025
Q1 		$518K Buy
10,568
+1,422
+16% +$67.4K 0.33% 40
2024
Q4 		$427K Sell
9,146
-176
-2% -$8.34K 0.29% 49
2024
Q3 		$440K Sell
9,322
-1,688
-15% -$77.1K 0.31% 46
2024
Q2 		$471K Hold
11,010
– – 0.36% 39
2024
Q1 		$472K Sell
11,010
-176
-2% -$7.42K 0.37% 40
2023
Q4 		$499K Sell
11,186
-1,158
-9% -$49.4K 0.41% 36
2023
Q3 		$502K Sell
12,344
-167
-1% -$7.31K 0.46% 33
2023
Q2 		$591K Sell
12,511
-169
-1% -$8.52K 0.53% 32
2023
Q1 		$675K Buy
12,680
+8
+0.1% +$408 0.64% 29
2022
Q4 		$629K Buy
12,672
+10
+0.1% +$457 0.53% 36
2022
Q3 		$490K Buy
12,662
+2,144
+20% +$95.6K 0.44% 44
2022
Q2 		$468K Hold
10,518
– – 0.47% 38
2022
Q1 		$482K Sell
10,518
-5,668
-35% -$236K 0.46% 35
2021
Q4 		$665K Buy
+16,186
New +$626K 0.62% 27

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
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Smallwood Wealth Investment Management's NJR Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its New Jersey Resources (NJR) stake by 0.13% in Q2 2026, buying an estimated $783 and bringing the position to 10,646 shares worth $597K. The position accounts for 0.26% of the portfolio, ranked #44.

Smallwood Wealth Investment Management first reported a position in NJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $675K in Q1 2023. 143 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Smallwood Wealth Investment Management held 10,646 shares of New Jersey Resources worth $597K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 14 New Jersey Resources shares in Q2 2026, an estimated $783.
  • New Jersey Resources made up 0.26% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #44 holding.
  • Smallwood Wealth Investment Management first reported a position in New Jersey Resources in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's New Jersey Resources position peaked at $675K in Q1 2023.
  • 143 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.