Vision Financial Markets’s New Jersey Resources NJR Stock Holding History

Vision Financial Markets’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	$17.9K	Hold	320	–	–	0.02%	204
2026 Q1	$17.6K	Hold	320	–	–	0.02%	189
2025 Q4	$14.8K	Hold	320	–	–	0.02%	194
2025 Q3	$15.4K	Hold	320	–	–	0.01%	212
2025 Q2	$14.3K	Hold	320	–	–	0.01%	207
2025 Q1	$15.7K	Hold	320	–	–	0.02%	182
2024 Q4	$14.9K	Buy	+320	New	+$15.2K	0.02%	157

Other funds holding NJR

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

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

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vision Financial Markets's NJR Position: Q2 2026 in Review

Vision Financial Markets held its New Jersey Resources (NJR) position steady in Q2 2026 at 320 shares worth $17.9K. The position accounts for 0.02% of the portfolio, ranked #204.

Vision Financial Markets first reported a position in NJR in Q4 2024 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Vision Financial Markets held 320 shares of New Jersey Resources worth $17.9K as of Q2 2026.
Vision Financial Markets left its New Jersey Resources share count unchanged in Q2 2026.
New Jersey Resources made up 0.02% of Vision Financial Markets's portfolio in Q2 2026, its #204 holding.
Vision Financial Markets first reported a position in New Jersey Resources in Q4 2024 and has held it in 7 quarters since.
114 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.