Wealth Quarterback’s New Jersey Resources NJR Stock Holding History

Wealth Quarterback’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	$484K	Buy	9,556 +74	+0.8%	+$4.1K	0.15%	95
2026 Q2	$531K	Sell	9,482 -396	-4%	-$22.2K	0.16%	94
2026 Q1	$542K	Buy	9,878 +101	+1%	+$5.22K	0.21%	79
2025 Q4	$451K	Buy	9,777 +95	+1%	+$4.39K	0.16%	99
2025 Q3	$466K	Buy	9,682 +97	+1%	+$4.52K	0.18%	95
2025 Q2	$430K	Buy	+9,585	New	+$449K	0.2%	93
2021 Q3	$110K	Buy	3,152 +26	+0.8%	+$984	0.07%	154
2021 Q2	$124K	Buy	+3,126	New	+$132K	0.08%	154
2020 Q2	–	Sell	-2,976	Closed	-$101K	–	528
2020 Q1	$101K	Sell	2,976 -900	-23%	-$35.1K	0.09%	149
2019 Q4	$173K	Buy	+3,876	New	+$167K	0.15%	116

Other funds holding NJR

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Quarterback's NJR Position: Q3 2026 in Review

Wealth Quarterback increased its New Jersey Resources (NJR) stake by 0.78% in Q3 2026, buying an estimated $4.1K and bringing the position to 9,556 shares worth $484K. The position accounts for 0.15% of the portfolio, ranked #95.

Wealth Quarterback first reported a position in NJR in Q4 2019 and has held it in 10 quarters since. The position peaked at $542K in Q1 2026. 89 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

Wealth Quarterback held 9,556 shares of New Jersey Resources worth $484K as of Q3 2026.
Wealth Quarterback bought 74 New Jersey Resources shares in Q3 2026, an estimated $4.1K.
New Jersey Resources made up 0.15% of Wealth Quarterback's portfolio in Q3 2026, its #95 holding.
Wealth Quarterback first reported a position in New Jersey Resources in Q4 2019 and has held it in 10 quarters since.
Wealth Quarterback's New Jersey Resources position peaked at $542K in Q1 2026.
89 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.