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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Twin Peaks Wealth Advisors's NJR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in New Jersey Resources (NJR) in Q1 2026: 17 shares worth $934. The stake represents ﹤0.01% of the portfolio and ranks #1915 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in NJR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in NJR in Q2 2025 and has held it in 2 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 17 shares of New Jersey Resources worth $934 as of Q1 2026.
  • New Jersey Resources was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • New Jersey Resources made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1915 holding.
  • Twin Peaks Wealth Advisors first reported a position in New Jersey Resources in Q2 2025 and has held it in 2 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.