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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wealth Enhancement Advisory Services's NJR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its New Jersey Resources (NJR) stake by 2.6% in Q2 2026, selling an estimated $92.4K and leaving 62,891 shares worth $3.67M. The position accounts for 0.01% of the portfolio, ranked #1196.

Wealth Enhancement Advisory Services first reported a position in NJR in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.78M in Q3 2025. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 62,891 shares of New Jersey Resources worth $3.67M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,651 New Jersey Resources shares in Q2 2026, an estimated $92.4K.
  • New Jersey Resources made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1196 holding.
  • Wealth Enhancement Advisory Services first reported a position in New Jersey Resources in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's New Jersey Resources position peaked at $3.78M in Q3 2025.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.