TD Private Client Wealth’s New Jersey Resources NJR Stock Holding History

TD Private Client Wealth’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 Q1	$275	Hold	5	–	–	﹤0.01%	1535
2025 Q4	$231	Buy	+5	New	+$231	﹤0.01%	1527
2023 Q3	–	Sell	-1,281	Closed	-$60.5K	–	1256
2023 Q2	$60.5K	Buy	+1,281	New	+$64.6K	﹤0.01%	742
2022 Q3	–	Sell	-2,562	Closed	-$114K	–	1230
2022 Q2	$114K	Hold	2,562	–	–	0.01%	593
2022 Q1	$117K	Hold	2,562	–	–	0.01%	617
2021 Q4	$105K	Hold	2,562	–	–	﹤0.01%	631
2021 Q3	$89.2K	Hold	2,562	–	–	﹤0.01%	646
2021 Q2	$101K	Hold	2,562	–	–	﹤0.01%	620
2021 Q1	$102K	Hold	2,562	–	–	﹤0.01%	597
2020 Q4	$91.1K	Hold	2,562	–	–	﹤0.01%	569
2020 Q3	$69.2K	Sell	2,562 -8	-0.3%	-$244	﹤0.01%	568
2020 Q2	$83.9K	Hold	2,570	–	–	﹤0.01%	538
2020 Q1	$87.3K	Hold	2,570	–	–	0.01%	510
2019 Q4	$115K	Buy	+2,570	New	+$111K	0.01%	508

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Private Client Wealth's NJR Position: Q1 2026 in Review

TD Private Client Wealth held its New Jersey Resources (NJR) position steady in Q1 2026 at 5 shares worth $275. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

TD Private Client Wealth first reported a position in NJR in Q4 2019 and has held it in 14 quarters since. The position peaked at $117K in Q1 2022. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

TD Private Client Wealth held 5 shares of New Jersey Resources worth $275 as of Q1 2026.
TD Private Client Wealth left its New Jersey Resources share count unchanged in Q1 2026.
New Jersey Resources made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1535 holding.
TD Private Client Wealth first reported a position in New Jersey Resources in Q4 2019 and has held it in 14 quarters since.
TD Private Client Wealth's New Jersey Resources position peaked at $117K in Q1 2022.
437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.