Alchemi Wealth’s New Jersey Resources NJR Stock Holding History

Alchemi Wealth’s Portfolio NJR Stock Details NJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.21M	Hold	21,601	–	–	0.57%	41
2026 Q1	$1.19M	Buy	21,601 +87	+0.4%	+$4.5K	0.66%	35
2025 Q4	$992K	Buy	+21,514	New	+$994K	0.54%	43

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Alchemi Wealth's NJR Position: Q2 2026 in Review

Alchemi Wealth held its New Jersey Resources (NJR) position steady in Q2 2026 at 21,601 shares worth $1.21M. The position accounts for 0.57% of the portfolio, ranked #41.

Alchemi Wealth first reported a position in NJR in Q4 2025 and has held it in 3 quarters since. 456 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Alchemi Wealth held 21,601 shares of New Jersey Resources worth $1.21M as of Q2 2026.
Alchemi Wealth left its New Jersey Resources share count unchanged in Q2 2026.
New Jersey Resources made up 0.57% of Alchemi Wealth's portfolio in Q2 2026, its #41 holding.
Alchemi Wealth first reported a position in New Jersey Resources in Q4 2025 and has held it in 3 quarters since.
456 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Alchemi Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.