Back to NJR
Kestra Advisory Services, LLC → NJR
Kestra Advisory Services, LLC NJR Position History
New Jersey Resources Corporation • Utilities
Quarters held
5
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $206K |
| Q4 2025 | $230K |
| Q1 2026 | $242K |
| Q2 2026 | $260K |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 26.9K | — | — |
| Q2 2026 | $260K | 4.6K | — | — |
| Q1 2026 | $242K | 4.4K | — | — |
| Q4 2025 | $230K | 5.0K | — | — |
| Q3 2025 | $206K | 4.3K | — | — |
Other funds holding NJR
$534.1M
$494.6M
$488M
$471.1M
$467.6M
$435.5M
$434.3M
$306.1M