Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s New Jersey Resources NJR Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$877K Sell
17,196
-45,695
-73% -$2.53M ﹤0.01% 2290
2026
Q2 		$3.67M Sell
62,891
-1,651
-3% -$92.4K 0.01% 1196
2026
Q1 		$3.61M Sell
64,542
-13,502
-17% -$698K 0.01% 1069
2025
Q4 		$3.58M Sell
78,044
-3,245
-4% -$150K ﹤0.01% 1192
2025
Q3 		$3.78M Buy
81,289
+69,736
+604% +$3.25M 0.01% 1099
2025
Q2 		$524K Buy
11,553
+325
+3% +$15.2K ﹤0.01% 2192
2025
Q1 		$551K Buy
11,228
+881
+9% +$41.8K ﹤0.01% 1988
2024
Q4 		$483K Buy
10,347
+1,162
+13% +$55.1K ﹤0.01% 2018
2024
Q3 		$434K Buy
9,185
+345
+4% +$15.8K ﹤0.01% 1916
2024
Q2 		$378K Buy
8,840
+307
+4% +$13.2K ﹤0.01% 1824
2024
Q1 		$366K Buy
8,533
+340
+4% +$14.3K ﹤0.01% 1785
2023
Q4 		$365K Sell
8,193
-1,339
-14% -$57.1K ﹤0.01% 1699
2023
Q3 		$387K Buy
+9,532
New +$417K ﹤0.01% 1584

Other funds holding NJR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's NJR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its New Jersey Resources (NJR) stake by 73% in Q3 2026, selling an estimated $2.53M and leaving 17,196 shares worth $877K. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Wealth Enhancement Advisory Services first reported a position in NJR in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.78M in Q3 2025. 23 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 17,196 shares of New Jersey Resources worth $877K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 45,695 New Jersey Resources shares in Q3 2026, an estimated $2.53M.
  • New Jersey Resources made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2290 holding.
  • Wealth Enhancement Advisory Services first reported a position in New Jersey Resources in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's New Jersey Resources position peaked at $3.78M in Q3 2025.
  • 23 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.