Sound Income Strategies’s New Jersey Resources NJR Stock Holding History

Sound Income Strategies’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	–	Sell	-132	Closed	-$7.26K	–	1719
2026 Q1	$7.26K	Hold	132	–	–	﹤0.01%	1671
2025 Q4	$6.35K	Hold	132	–	–	﹤0.01%	1711
2025 Q3	$6.07K	Hold	132	–	–	﹤0.01%	1123
2025 Q2	$5.92K	Sell	132 -2,830	-96%	-$133K	﹤0.01%	1048
2025 Q1	$145K	Buy	2,962 +159	+6%	+$7.54K	0.01%	340
2024 Q4	$131K	Sell	2,803 -992	-26%	-$47K	0.01%	314
2024 Q3	$179K	Buy	3,795 +37	+1%	+$1.69K	0.01%	263
2024 Q2	$161K	Buy	3,758 +36	+1%	+$1.55K	0.01%	252
2024 Q1	$160K	Buy	3,722 +35	+0.9%	+$1.48K	0.01%	241
2023 Q4	$164K	Buy	+3,687	New	+$157K	0.01%	216
2020 Q3	–	Sell	-757	Closed	-$25K	–	901
2020 Q2	$25K	Hold	757	–	–	0.01%	243
2020 Q1	$26K	Hold	757	–	–	0.01%	204
2019 Q4	$34K	Sell	757 -293	-28%	-$12.7K	0.01%	165
2019 Q3	$47K	Hold	1,050	–	–	0.01%	123
2019 Q2	$52K	Hold	1,050	–	–	0.02%	122
2019 Q1	$52K	Hold	1,050	–	–	0.02%	121
2018 Q4	$48K	Hold	1,050	–	–	0.03%	132
2018 Q3	$48K	Buy	+1,050	New	+$48.4K	0.02%	133

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BFA

Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

Sound Income Strategies's NJR Position: Q2 2026 in Review

Sound Income Strategies sold out of New Jersey Resources (NJR) in Q2 2026, closing a stake of 132 shares — an estimated $7.26K sold.

Sound Income Strategies first reported a position in NJR in Q3 2018 and held it in 18 quarters. The position peaked at $179K in Q3 2024. 315 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Sound Income Strategies reported no remaining New Jersey Resources position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 132 New Jersey Resources shares in Q2 2026, an estimated $7.26K.
Sound Income Strategies first reported a position in New Jersey Resources in Q3 2018 and held it in 18 quarters.
Sound Income Strategies's New Jersey Resources position peaked at $179K in Q3 2024.
315 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.