Zynergy Retirement Planning’s New Jersey Resources NJR Stock Holding History

Zynergy Retirement Planning’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	$255K	Buy	4,542 +39	+0.9%	+$2.18K	0.14%	25
2026 Q1	$247K	Buy	4,503 +46	+1%	+$2.38K	0.15%	25
2025 Q4	$206K	Buy	4,457 +43	+1%	+$1.99K	0.13%	26
2025 Q3	$213K	Buy	+4,414	New	+$206K	0.13%	27
2025 Q2	–	Sell	-4,289	Closed	-$200K	–	73
2025 Q1	$200K	Buy	4,289 +41	+1%	+$1.94K	0.14%	26
2024 Q4	$201K	Hold	4,248	–	–	0.14%	28
2024 Q3	$201K	Buy	4,248 +41	+1%	+$1.87K	0.14%	28
2024 Q2	$180K	Buy	+4,207	New	+$181K	0.14%	26

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

Citigroup New York $303B AUM 53.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Zynergy Retirement Planning's NJR Position: Q2 2026 in Review

Zynergy Retirement Planning increased its New Jersey Resources (NJR) stake by 0.87% in Q2 2026, buying an estimated $2.18K and bringing the position to 4,542 shares worth $255K. The position accounts for 0.14% of the portfolio, ranked #25.

Zynergy Retirement Planning first reported a position in NJR in Q2 2024 and has held it in 8 quarters since. 152 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Zynergy Retirement Planning held 4,542 shares of New Jersey Resources worth $255K as of Q2 2026.
Zynergy Retirement Planning bought 39 New Jersey Resources shares in Q2 2026, an estimated $2.18K.
New Jersey Resources made up 0.14% of Zynergy Retirement Planning's portfolio in Q2 2026, its #25 holding.
Zynergy Retirement Planning first reported a position in New Jersey Resources in Q2 2024 and has held it in 8 quarters since.
152 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.