Sovereign Financial Group’s New Jersey Resources NJR Stock Holding History

Sovereign Financial Group’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	$238K	Hold	4,250	–	–	0.04%	333
2026 Q1	$233K	Sell	4,250 -545	-11%	-$28.2K	0.04%	315
2025 Q4	$221K	Hold	4,795	–	–	0.04%	316
2025 Q3	$231K	Hold	4,795	–	–	0.04%	294
2025 Q2	$215K	Hold	4,795	–	–	0.04%	288
2025 Q1	$235K	Hold	4,795	–	–	0.05%	258
2024 Q4	$224K	Hold	4,795	–	–	0.05%	264
2024 Q3	$226K	Hold	4,795	–	–	0.05%	260
2024 Q2	$205K	Hold	4,795	–	–	0.05%	268
2024 Q1	$206K	Sell	4,795 -1,105	-19%	-$46.6K	0.05%	273
2023 Q4	$263K	Hold	5,900	–	–	0.08%	203
2023 Q3	$240K	Hold	5,900	–	–	0.09%	197
2023 Q2	$278K	Hold	5,900	–	–	0.09%	193
2023 Q1	$314K	Hold	5,900	–	–	0.12%	174
2022 Q4	$293K	Hold	5,900	–	–	0.12%	171
2022 Q3	$228K	Hold	5,900	–	–	0.09%	183
2022 Q2	$263K	Hold	5,900	–	–	0.1%	171
2022 Q1	$271K	Sell	5,900 -150	-2%	-$6.25K	0.1%	181
2021 Q4	$248K	Sell	6,050 -50	-0.8%	-$1.93K	0.1%	178
2021 Q3	$212K	Hold	6,100	–	–	0.12%	159
2021 Q2	$243K	Hold	6,100	–	–	0.15%	134
2021 Q1	$243K	Hold	6,100	–	–	0.15%	134
2020 Q4	$217K	Buy	+6,100	New	+$198K	0.16%	121

Other funds holding NJR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sovereign Financial Group's NJR Position: Q2 2026 in Review

Sovereign Financial Group held its New Jersey Resources (NJR) position steady in Q2 2026 at 4,250 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #333.

Sovereign Financial Group first reported a position in NJR in Q4 2020 and has held it in 23 quarters since. The position peaked at $314K in Q1 2023. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Sovereign Financial Group held 4,250 shares of New Jersey Resources worth $238K as of Q2 2026.
Sovereign Financial Group left its New Jersey Resources share count unchanged in Q2 2026.
New Jersey Resources made up 0.04% of Sovereign Financial Group's portfolio in Q2 2026, its #333 holding.
Sovereign Financial Group first reported a position in New Jersey Resources in Q4 2020 and has held it in 23 quarters since.
Sovereign Financial Group's New Jersey Resources position peaked at $314K in Q1 2023.
453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.