USA FINANCIAL FORMULAS’s New Jersey Resources NJR Stock Holding History

USA FINANCIAL FORMULAS’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	$11.2K	Buy	+199	New	+$11.1K	﹤0.01%	354

Other funds holding NJR

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MCM

Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

USA FINANCIAL FORMULAS's NJR Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in New Jersey Resources (NJR) in Q2 2026: 199 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #354 among its holdings.

178 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

USA FINANCIAL FORMULAS held 199 shares of New Jersey Resources worth $11.2K as of Q2 2026.
New Jersey Resources was a new USA FINANCIAL FORMULAS position in Q2 2026.
New Jersey Resources made up ﹤0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #354 holding.
178 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.