United Capital Financial Advisors’s New Jersey Resources NJR Stock Holding History

United Capital Financial 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	$1.47M	Buy	26,834 +11,825	+79%	+$611K	0.01%	640
2025 Q4	$692K	Sell	15,009 -117	-0.8%	-$5.41K	﹤0.01%	848
2025 Q3	$728K	Sell	15,126 -4	-0%	-$186	0.01%	746
2025 Q2	$678K	Sell	15,130 -434	-3%	-$20.3K	0.01%	706
2025 Q1	$764K	Buy	15,564 +5,928	+62%	+$281K	0.01%	631
2024 Q4	$450K	Buy	9,636 +35	+0.4%	+$1.66K	﹤0.01%	761
2024 Q3	$453K	Buy	9,601 +15	+0.2%	+$685	﹤0.01%	748
2024 Q2	$410K	Buy	+9,586	New	+$413K	﹤0.01%	759

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

United Capital Financial Advisors's NJR Position: Q1 2026 in Review

United Capital Financial Advisors increased its New Jersey Resources (NJR) stake by 79% in Q1 2026, buying an estimated $611K and bringing the position to 26,834 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #640.

United Capital Financial Advisors first reported a position in NJR in Q2 2024 and has held it in 8 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

United Capital Financial Advisors held 26,834 shares of New Jersey Resources worth $1.47M as of Q1 2026.
United Capital Financial Advisors bought 11,825 New Jersey Resources shares in Q1 2026, an estimated $611K.
New Jersey Resources made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #640 holding.
United Capital Financial Advisors first reported a position in New Jersey Resources in Q2 2024 and has held it in 8 quarters since.
437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.