Planning Strategies Inc.’s New Jersey Resources NJR Stock Holding History

Planning Strategies Inc.’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	$37K	Buy	+661	New	+$37K	0.02%	185

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

Planning Strategies Inc.'s NJR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in New Jersey Resources (NJR) in Q2 2026: 661 shares worth $37K. The stake represents 0.02% of the portfolio and ranks #185 among its holdings.

108 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Planning Strategies Inc. held 661 shares of New Jersey Resources worth $37K as of Q2 2026.
New Jersey Resources was a new Planning Strategies Inc. position in Q2 2026.
New Jersey Resources made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #185 holding.
108 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.