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Creative Planning NJR Position History
New Jersey Resources Corporation • Utilities
Quarters held
8
Latest value
$1.7M
Q3 2026
Peak value
$2.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $36K |
| Q3 2025 | $1.4M |
| Q4 2025 | $1.4M |
| Q1 2026 | $1.4M |
| Q2 2026 | $42K |
| Q2 2026 | $2.3M |
| Q3 2026 | $38K |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 32.7K | — | — |
| Q3 2026 | $38K | 755 | — | — |
| Q2 2026 | $2.3M | 40.5K | — | — |
| Q2 2026 | $42K | 755 | — | — |
| Q1 2026 | $1.4M | 25.2K | — | — |
| Q4 2025 | $1.4M | 30.1K | — | — |
| Q3 2025 | $1.4M | 28.5K | — | — |
| Q3 2025 | $36K | 755 | — | — |
Other funds holding NJR
$534.1M
$494.6M
$488M
$471.1M
$467.6M
$435.5M
$434.3M
$306.1M