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 Q2	$1.11M	Sell	19,856 -6,978	-26%	-$390K	0.01%	760
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

United Capital Financial Advisors's NJR Position: Q2 2026 in Review

United Capital Financial Advisors reduced its New Jersey Resources (NJR) stake by 26% in Q2 2026, selling an estimated $390K and leaving 19,856 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #760.

United Capital Financial Advisors first reported a position in NJR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.47M in Q1 2026. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

United Capital Financial Advisors held 19,856 shares of New Jersey Resources worth $1.11M as of Q2 2026.
United Capital Financial Advisors sold 6,978 New Jersey Resources shares in Q2 2026, an estimated $390K.
New Jersey Resources made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #760 holding.
United Capital Financial Advisors first reported a position in New Jersey Resources in Q2 2024 and has held it in 9 quarters since.
United Capital Financial Advisors's New Jersey Resources position peaked at $1.47M in Q1 2026.
459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.