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Pinnacle Wealth Management Advisory Group, LLC → NJR
Pinnacle Wealth Management Advisory Group, LLC NJR Position History
New Jersey Resources Corporation • Utilities
Quarters held
4
Latest value
$833K
Q3 2026
Peak value
$951K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $776K |
| Q1 2026 | $944K |
| Q2 2026 | $951K |
| Q3 2026 | $833K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $833K | 16.5K | — | — |
| Q2 2026 | $951K | 17.0K | — | — |
| Q1 2026 | $944K | 17.2K | — | — |
| Q4 2025 | $776K | 16.8K | — | — |
Other funds holding NJR
$534.1M
$494.6M
$488M
$471.1M
$467.6M
$435.5M
$434.3M
$306.1M