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 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

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

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Quarterback's NJR Position: Q2 2026 in Review

Wealth Quarterback reduced its New Jersey Resources (NJR) stake by 4% in Q2 2026, selling an estimated $22.2K and leaving 9,482 shares worth $531K. The position accounts for 0.16% of the portfolio, ranked #94.

Wealth Quarterback first reported a position in NJR in Q4 2019 and has held it in 9 quarters since. The position peaked at $542K in Q1 2026. 91 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Wealth Quarterback held 9,482 shares of New Jersey Resources worth $531K as of Q2 2026.
Wealth Quarterback sold 396 New Jersey Resources shares in Q2 2026, an estimated $22.2K.
New Jersey Resources made up 0.16% of Wealth Quarterback's portfolio in Q2 2026, its #94 holding.
Wealth Quarterback first reported a position in New Jersey Resources in Q4 2019 and has held it in 9 quarters since.
Wealth Quarterback's New Jersey Resources position peaked at $542K in Q1 2026.
91 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.