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Stratos Wealth Partners’s New Jersey Resources NJR Stock Holding History

Stratos Wealth Partners’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 		$273K Buy
+4,871
New +$273K ﹤0.01% 1462
2018
Q4 		– Sell
-308
Closed -$14K – 1904
2018
Q3 		$14K Buy
+308
New +$14.2K ﹤0.01% 2034
2018
Q2 		– Sell
-1,484
Closed -$60K – 2016
2018
Q1 		$60K Buy
1,484
+1,176
+382% +$45.8K ﹤0.01% 1473
2017
Q4 		$12K Buy
+308
New +$13.2K ﹤0.01% 2088

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Stratos Wealth Partners's NJR Position: Q2 2026 in Review

Stratos Wealth Partners opened a new position in New Jersey Resources (NJR) in Q2 2026: 4,871 shares worth $273K. The stake represents ﹤0.01% of the portfolio and ranks #1462 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in NJR as recently as Q3 2018.

Stratos Wealth Partners first reported a position in NJR in Q4 2017 and has held it in 4 quarters since. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Stratos Wealth Partners held 4,871 shares of New Jersey Resources worth $273K as of Q2 2026.
  • New Jersey Resources was a new Stratos Wealth Partners position in Q2 2026.
  • New Jersey Resources made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1462 holding.
  • Stratos Wealth Partners first reported a position in New Jersey Resources in Q4 2017 and has held it in 4 quarters since.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.