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Axxcess Wealth Management’s New Jersey Resources NJR Stock Holding History

Axxcess Wealth Management’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
2025
Q2 		– Sell
-4,171
Closed -$205K – 912
2025
Q1 		$205K Buy
+4,171
New +$198K 0.01% 809

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Axxcess Wealth Management's NJR Position: Q2 2025 in Review

Axxcess Wealth Management sold out of New Jersey Resources (NJR) in Q2 2025, closing a stake of 4,171 shares — an estimated $205K sold.

Axxcess Wealth Management first reported a position in NJR in Q1 2025 and held it in 1 quarter. The position peaked at $205K in Q1 2025. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

  • Axxcess Wealth Management reported no remaining New Jersey Resources position as of Q2 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,171 New Jersey Resources shares in Q2 2025, an estimated $205K.
  • Axxcess Wealth Management first reported a position in New Jersey Resources in Q1 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's New Jersey Resources position peaked at $205K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on Axxcess Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.