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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

NJR holding history

New Jersey Resources Corp in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NJR overviewAll 13F holders of NJRFull Q2 2026 holdings

Shares (Q2 2026)
9,470
Value
$530.7K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of NJR by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,470$530.7K<0.1%+419+4.6%AddedHolders
Q1 20269,051$497.1K<0.1%+594+7.0%AddedHolders
Q4 20258,457$390.0K<0.1%+8,457NewHolders
Q3 20250$00.0%−7,050−100.0%Sold outHolders
Q2 20257,050$316.0K<0.1%−11,583−62.2%ReducedHolders
Q1 202518,633$914.1K<0.1%−487−2.5%ReducedHolders
Q4 202419,120$891.9K<0.1%+3,086+19.2%AddedHolders
Q3 202416,034$756.8K<0.1%+42+0.3%AddedHolders
Q2 202415,992$683.5K<0.1%+10,621+197.7%AddedHolders
Q1 20245,371$230.4K<0.1%−462−7.9%ReducedHolders
Q4 20235,833$242.3K<0.1%+223+4.0%AddedHolders
Q3 20235,610$227.9K<0.1%−9,976−64.0%ReducedHolders
Q2 202315,586$735.7K<0.1%+589+3.9%AddedHolders
Q1 202314,997$797.8K<0.1%+102+0.7%AddedHolders
Q4 202214,895$739.1K<0.1%+203+1.4%AddedHolders
Q3 202214,692$569.0K<0.1%+555+3.9%AddedHolders
Q2 202214,137$630.0K<0.1%+14,137NewHolders
Q4 20210$00.0%−6,684−100.0%Sold outHolders
Q3 20216,684$233.0K<0.1%+320+5.0%AddedHolders
Q2 20216,364$252.0K<0.1%+20.0%AddedHolders
Q1 20216,362$254.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.