Steward Partners Investment Advisory’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.68M | Sell |
30,648
-69
| -0.2% | -$3.57K | 0.01% | 922 |
|
|
2025
Q4 | $1.42M | Sell |
30,717
-121
| -0.4% | -$5.59K | 0.01% | 917 |
|
|
2025
Q3 | $1.48M | Sell |
30,838
-480
| -2% | -$22.4K | 0.01% | 892 |
|
|
2025
Q2 | $1.4M | Buy |
31,318
+236
| +0.8% | +$11.1K | 0.01% | 845 |
|
|
2025
Q1 | $1.52M | Buy |
31,082
+97
| +0.3% | +$4.6K | 0.01% | 758 |
|
|
2024
Q4 | $1.45M | Buy |
30,985
+1,278
| +4% | +$60.6K | 0.01% | 740 |
|
|
2024
Q3 | $1.4M | Buy |
29,707
+570
| +2% | +$26K | 0.01% | 746 |
|
|
2024
Q2 | $1.25M | Buy |
29,137
+651
| +2% | +$28.1K | 0.01% | 738 |
|
|
2024
Q1 | $1.22M | Sell |
28,486
-3,309
| -10% | -$140K | 0.01% | 728 |
|
|
2023
Q4 | $1.42M | Buy |
31,795
+5,135
| +19% | +$219K | 0.02% | 608 |
|
|
2023
Q3 | $1.08M | Buy |
26,660
+1,681
| +7% | +$73.6K | 0.02% | 648 |
|
|
2023
Q2 | $1.18M | Buy |
24,979
+685
| +3% | +$34.5K | 0.02% | 641 |
|
|
2023
Q1 | $1.29M | Buy |
24,294
+38
| +0.2% | +$1.94K | 0.02% | 606 |
|
|
2022
Q4 | $1.2M | Sell |
24,256
-158
| -0.6% | -$7.21K | 0.02% | 603 |
|
|
2022
Q3 | $945K | Buy |
24,414
+611
| +3% | +$27.2K | 0.02% | 641 |
|
|
2022
Q2 | $1.06M | Buy |
23,803
+744
| +3% | +$33.4K | 0.02% | 614 |
|
|
2022
Q1 | $1.06M | Buy |
23,059
+1,475
| +7% | +$61.4K | 0.02% | 666 |
|
|
2021
Q4 | $886K | Buy |
21,584
+394
| +2% | +$15.2K | 0.01% | 746 |
|
|
2021
Q3 | $738K | Buy |
21,190
+1,769
| +9% | +$66.9K | 0.01% | 772 |
|
|
2021
Q2 | $768K | Buy |
19,421
+375
| +2% | +$15.8K | 0.01% | 775 |
|
|
2021
Q1 | $759K | Buy |
19,046
+1,078
| +6% | +$41.1K | 0.01% | 740 |
|
|
2020
Q4 | $639K | Buy |
17,968
+194
| +1% | +$6.31K | 0.01% | 688 |
|
|
2020
Q3 | $480K | Buy |
17,774
+669
| +4% | +$20.4K | 0.01% | 681 |
|
|
2020
Q2 | $558K | Buy |
17,105
+1,111
| +7% | +$36.8K | 0.02% | 595 |
|
|
2020
Q1 | $543K | Buy |
15,994
+1,666
| +12% | +$65K | 0.02% | 544 |
|
|
2019
Q4 | $638K | Buy |
14,328
+759
| +6% | +$32.8K | 0.02% | 569 |
|
|
2019
Q3 | $613K | Buy |
13,569
+205
| +2% | +$9.61K | 0.02% | 533 |
|
|
2019
Q2 | $665K | Buy |
13,364
+191
| +1% | +$9.41K | 0.02% | 487 |
|
|
2019
Q1 | $655K | Buy |
13,173
+360
| +3% | +$17.1K | 0.03% | 448 |
|
|
2018
Q4 | $585K | Buy |
12,813
+730
| +6% | +$34.4K | 0.03% | 448 |
|
|
2018
Q3 | $557K | Buy |
12,083
+841
| +7% | +$38.8K | 0.03% | 477 |
|
|
2018
Q2 | $503K | Buy |
11,242
+248
| +2% | +$10.5K | 0.03% | 466 |
|
|
2018
Q1 | $440K | Buy |
10,994
+417
| +4% | +$16.2K | 0.03% | 450 |
|
|
2017
Q4 | $425K | Buy |
10,577
+386
| +4% | +$16.6K | 0.03% | 393 |
|
|
2017
Q3 | $429K | Buy |
10,191
+865
| +9% | +$36.6K | 0.04% | 323 |
|
|
2017
Q2 | $370K | Buy |
+9,326
| New | +$383K | 0.04% | 318 |
|
Other funds holding NJR
VPM
VCM
EIP
Steward Partners Investment Advisory's NJR Position: Q1 2026 in Review
Steward Partners Investment Advisory reduced its New Jersey Resources (NJR) stake by 0.22% in Q1 2026, selling an estimated $3.57K and leaving 30,648 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #922.
Steward Partners Investment Advisory first reported a position in NJR in Q2 2017 and has held it in 36 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.
- Steward Partners Investment Advisory held 30,648 shares of New Jersey Resources worth $1.68M as of Q1 2026.
- Steward Partners Investment Advisory sold 69 New Jersey Resources shares in Q1 2026, an estimated $3.57K.
- New Jersey Resources made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #922 holding.
- Steward Partners Investment Advisory first reported a position in New Jersey Resources in Q2 2017 and has held it in 36 quarters since.
- 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.