RAFFA WEALTH MANAGEMENT, LLC’s New Jersey Resources NJR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$112	Sell	2 -1	-33%	-$56	﹤0.01%	1362
2026 Q1	$165	Buy	+3	New	+$155	﹤0.01%	1214
2022 Q3	–	Sell	-14	Closed	-$623	–	1185
2022 Q2	$623	Hold	14	–	–	﹤0.01%	963
2022 Q1	$642	Buy	+14	New	+$583	﹤0.01%	1004
2017 Q1	–	Sell	-21	Closed	-$746	–	686
2016 Q4	$746	Hold	21	–	–	﹤0.01%	541
2016 Q3	$690	Hold	21	–	–	﹤0.01%	562
2016 Q2	$810	Sell	21 -19	-48%	-$685	﹤0.01%	463
2016 Q1	$1.46K	Hold	40	–	–	﹤0.01%	309
2015 Q4	$1.32K	Hold	40	–	–	﹤0.01%	325
2015 Q3	$1.2K	Hold	40	–	–	﹤0.01%	346
2015 Q2	$1.1K	Hold	40	–	–	﹤0.01%	367
2015 Q1	$1.24K	Sell	40 -12	-23%	-$377	﹤0.01%	336
2014 Q4	$1.59K	Hold	52	–	–	﹤0.01%	274
2014 Q3	$1.31K	Buy	+52	New	+$1.37K	﹤0.01%	292
2014 Q1	–	Sell	-52	Closed	-$1.59K	–	570
2013 Q4	$1.59K	Buy	+52	New	+$1.17K	﹤0.01%	274

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's NJR Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its New Jersey Resources (NJR) stake by 33% in Q2 2026, selling an estimated $56 and leaving 2 shares worth $112. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in NJR in Q4 2013 and has held it in 15 quarters since. The position peaked at $1.59K in Q4 2014. 106 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 2 shares of New Jersey Resources worth $112 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 1 New Jersey Resources share in Q2 2026, an estimated $56.
New Jersey Resources made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1362 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in New Jersey Resources in Q4 2013 and has held it in 15 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's New Jersey Resources position peaked at $1.59K in Q4 2014.
106 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.