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Twin Peaks Wealth Advisors’s New Jersey Resources NJR Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-17
Closed -$934 – 1498
2026
Q1 		$934 Buy
+17
New +$879 ﹤0.01% 1915
2025
Q3 		– Sell
-10
Closed -$476 – 1422
2025
Q2 		$476 Buy
+10
New +$469 ﹤0.01% 1927

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

Twin Peaks Wealth Advisors's NJR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of New Jersey Resources (NJR) in Q2 2026, closing a stake of 17 shares — an estimated $934 sold.

Twin Peaks Wealth Advisors first reported a position in NJR in Q2 2025 and held it in 2 quarters. The position peaked at $934 in Q1 2026. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining New Jersey Resources position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 17 New Jersey Resources shares in Q2 2026, an estimated $934.
  • Twin Peaks Wealth Advisors first reported a position in New Jersey Resources in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's New Jersey Resources position peaked at $934 in Q1 2026.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.