A detailed history of Legacy Advisors, LLC transactions in New Jersey Resources Corp stock. As of the latest transaction made, Legacy Advisors, LLC holds 17,884 shares of NJR stock, worth $763,289. This represents 0.1% of its overall portfolio holdings.

Number of Shares
17,884
Previous 17,884 -0.0%
Holding current value
$763,289
Previous $797,000 3.76%
% of portfolio
0.1%
Previous 0.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023

SELL
$45.98 - $55.46 $65,061 - $78,475
-1,415 Reduced 7.33%
17,884 $844,000
Q4 2022

Feb 01, 2023

SELL
$38.97 - $50.7 $13,639 - $17,745
-350 Reduced 1.78%
19,299 $956,000
Q3 2022

Nov 09, 2022

BUY
$38.7 - $47.19 $13,545 - $16,516
350 Added 1.81%
19,649 $768,000
Q3 2021

Oct 13, 2021

BUY
$34.68 - $40.52 $381 - $445
11 Added 0.06%
19,299 $679,000
Q2 2020

Jul 09, 2020

SELL
$29.58 - $37.27 $174,758 - $220,191
-5,908 Reduced 23.45%
19,288 $636,000
Q2 2019

Jul 15, 2019

BUY
$46.76 - $51.13 $570,425 - $623,734
12,199 Added 93.86%
25,196 $1.26 Million
Q3 2018

Oct 18, 2018

BUY
$44.5 - $47.55 $52,599 - $56,204
1,182 Added 10.0%
12,997 $603,000
Q2 2018

Jul 19, 2018

BUY
$39.45 - $45.0 $466,101 - $531,675
11,815 New
11,815 $532,000

Others Institutions Holding NJR

About NEW JERSEY RESOURCES CORP


  • Ticker NJR
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 96,228,400
  • Market Cap $4.11B
  • Description
  • New Jersey Resources Corporation, an energy services holding company, provides regulated gas distribution, and retail and wholesale energy services. The company operates through four segments: Natural Gas Distribution, Clean Energy Ventures, Energy Services, and Storage and Transportation. The Natural Gas Distribution segment offers regulated na...
More about NJR
Track This Portfolio

Track Legacy Advisors, LLC Portfolio

Follow Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Advisors, LLC with notifications on news.