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Summit Financial’s New Jersey Resources NJR Stock Holding History

Summit Financial’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 		$507K Sell
8,978
-87
-1% -$4.87K 0.01% 1086
2026
Q1 		$502K Buy
9,065
+1,308
+17% +$67.6K 0.01% 993
2025
Q4 		$361K Sell
7,757
-580
-7% -$26.8K 0.01% 1010
2025
Q3 		$401K Buy
8,337
+96
+1% +$4.47K 0.01% 955
2025
Q2 		$373K Buy
8,241
+74
+0.9% +$3.47K 0.01% 634
2025
Q1 		$401K Buy
8,167
+212
+3% +$10.1K 0.01% 565
2024
Q4 		$375K Buy
7,955
+142
+2% +$6.73K 0.01% 494
2024
Q3 		$372K Sell
7,813
-331
-4% -$15.1K 0.01% 423
2024
Q2 		$351K Buy
8,144
+1,028
+14% +$44.3K 0.02% 390
2024
Q1 		$308K Sell
7,116
-39
-0.5% -$1.65K 0.02% 316
2023
Q4 		$322K Sell
7,155
-237
-3% -$10.1K 0.02% 291
2023
Q3 		$303K Buy
7,392
+69
+0.9% +$3.02K 0.02% 289
2023
Q2 		$348K Buy
+7,323
New +$369K 0.03% 262

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

Summit Financial's NJR Position: Q2 2026 in Review

Summit Financial reduced its New Jersey Resources (NJR) stake by 0.96% in Q2 2026, selling an estimated $4.87K and leaving 8,978 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #1086.

Summit Financial first reported a position in NJR in Q2 2023 and has held it in 13 quarters since. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Summit Financial held 8,978 shares of New Jersey Resources worth $507K as of Q2 2026.
  • Summit Financial sold 87 New Jersey Resources shares in Q2 2026, an estimated $4.87K.
  • New Jersey Resources made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1086 holding.
  • Summit Financial first reported a position in New Jersey Resources in Q2 2023 and has held it in 13 quarters since.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.