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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → NJR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC NJR Position History
New Jersey Resources Corporation • Utilities
Quarters held
5
Latest value
$877K
Q3 2026
Peak value
$3.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.8M |
| Q4 2025 | $3.6M |
| Q1 2026 | $3.6M |
| Q2 2026 | $3.7M |
| Q3 2026 | $877K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $877K | 17.2K | — | — |
| Q2 2026 | $3.7M | 62.9K | — | — |
| Q1 2026 | $3.6M | 64.5K | — | — |
| Q4 2025 | $3.6M | 78.0K | — | — |
| Q3 2025 | $3.8M | 81.3K | — | — |
Other funds holding NJR
$534.1M
$494.6M
$488M
$471.1M
$467.6M
$435.5M
$434.3M
$306.1M