Back to NJR
Shore Point Advisors, LLC → NJR
Shore Point Advisors, LLC NJR Position History
New Jersey Resources Corporation • Utilities
Quarters held
5
Latest value
$866K
Q3 2026
Peak value
$958K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $775K |
| Q4 2025 | $743K |
| Q1 2026 | $877K |
| Q2 2026 | $958K |
| Q3 2026 | $866K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $866K | 17.1K | — | — |
| Q2 2026 | $958K | 17.1K | — | — |
| Q1 2026 | $877K | 16.0K | — | — |
| Q4 2025 | $743K | 16.1K | — | — |
| Q3 2025 | $775K | 16.1K | — | — |
Other funds holding NJR
$534.1M
$494.6M
$488M
$471.1M
$467.6M
$435.5M
$434.3M
$306.1M