AAP
NJR icon

Arax Advisory Partners’s New Jersey Resources NJR Stock Holding History

Arax Advisory Partners’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 		$271K Buy
4,828
+4,524
+1,488% +$253K ﹤0.01% 2036
2026
Q1 		$16.7K Buy
304
+92
+43% +$4.75K ﹤0.01% 2191
2025
Q4 		$9.79K Sell
212
-7,448
-97% -$344K ﹤0.01% 2479
2025
Q3 		$369K Buy
7,660
+7,428
+3,202% +$346K 0.01% 1027
2025
Q2 		$10.4K Sell
232
-44
-16% -$2.06K ﹤0.01% 1942
2025
Q1 		$13.5K Sell
276
-759
-73% -$36K ﹤0.01% 1469
2024
Q4 		$48.3K Sell
1,035
-383
-27% -$18.2K ﹤0.01% 917
2024
Q3 		$67K Buy
1,418
+2
+0.1% +$91 0.01% 615
2024
Q2 		$60.5K Buy
1,416
+1,232
+670% +$53.1K 0.01% 599
2024
Q1 		$7.88K Buy
184
+39
+27% +$1.65K ﹤0.01% 817
2023
Q4 		$6.46K Buy
145
+58
+67% +$2.47K ﹤0.01% 836
2023
Q3 		$3.54K Sell
87
-32
-27% -$1.4K ﹤0.01% 937
2023
Q2 		$5.63K Sell
119
-57
-32% -$2.87K ﹤0.01% 843
2023
Q1 		$9.37K Buy
176
+55
+45% +$2.8K ﹤0.01% 705
2022
Q4 		$6K Buy
121
+82
+210% +$3.74K ﹤0.01% 743
2022
Q3 		$2K Buy
+39
New +$1.74K ﹤0.01% 974
2022
Q1 		– Sell
-38
Closed -$2K – 1188
2021
Q4 		$2K Buy
+38
New +$1.47K ﹤0.01% 905
2018
Q3 		– Sell
-55
Closed -$2K – 688
2018
Q2 		$2K Hold
55
– – ﹤0.01% 443
2018
Q1 		$2K Hold
55
– – ﹤0.01% 426
2017
Q4 		$2K Hold
55
– – ﹤0.01% 421
2017
Q3 		$2K Hold
55
– – ﹤0.01% 419
2017
Q2 		$2K Hold
55
– – ﹤0.01% 456
2017
Q1 		$2K Hold
55
– – ﹤0.01% 445
2016
Q4 		$2K Buy
+55
New +$1.87K ﹤0.01% 476

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Arax Advisory Partners's NJR Position: Q2 2026 in Review

Arax Advisory Partners increased its New Jersey Resources (NJR) stake by 1,488% in Q2 2026, buying an estimated $253K and bringing the position to 4,828 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Arax Advisory Partners first reported a position in NJR in Q4 2016 and has held it in 24 quarters since. The position peaked at $369K in Q3 2025. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Arax Advisory Partners held 4,828 shares of New Jersey Resources worth $271K as of Q2 2026.
  • Arax Advisory Partners bought 4,524 New Jersey Resources shares in Q2 2026, an estimated $253K.
  • New Jersey Resources made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2036 holding.
  • Arax Advisory Partners first reported a position in New Jersey Resources in Q4 2016 and has held it in 24 quarters since.
  • Arax Advisory Partners's New Jersey Resources position peaked at $369K in Q3 2025.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.