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Bedel Financial Consulting’s New Jersey Resources NJR Stock Holding History

Bedel Financial Consulting’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 		$503K Buy
8,982
+23
+0.3% +$1.29K 0.05% 176
2026
Q1 		$492K Buy
8,959
+27
+0.3% +$1.4K 0.06% 170
2025
Q4 		$412K Buy
8,932
+26
+0.3% +$1.2K 0.04% 182
2025
Q3 		$429K Buy
8,906
+26
+0.3% +$1.21K 0.05% 175
2025
Q2 		$398K Hold
8,880
– – 0.05% 178
2025
Q1 		$433K Buy
8,880
+428
+5% +$20.3K 0.06% 163
2024
Q4 		$397K Buy
8,452
+47
+0.6% +$2.23K 0.06% 172
2024
Q3 		$397K Buy
8,405
+26
+0.3% +$1.19K 0.06% 165
2024
Q2 		$358K Buy
8,379
+2,482
+42% +$107K 0.05% 165
2024
Q1 		$253K Hold
5,897
– – 0.04% 219
2023
Q4 		$263K Hold
5,897
– – 0.05% 201
2023
Q3 		$240K Hold
5,897
– – 0.05% 203
2023
Q2 		$278K Buy
5,897
+280
+5% +$14.1K 0.06% 190
2023
Q1 		$299K Buy
5,617
+557
+11% +$28.4K 0.07% 167
2022
Q4 		$251K Buy
+5,060
New +$231K 0.06% 185
2022
Q2 		– Sell
-697
Closed -$32K – 630
2022
Q1 		$32K Buy
697
+202
+41% +$8.41K 0.01% 475
2021
Q4 		$20K Hold
495
– – 0.01% 567
2021
Q3 		$17K Hold
495
– – 0.01% 580
2021
Q2 		$20K Hold
495
– – 0.01% 556
2021
Q1 		$20K Buy
+495
New +$18.9K 0.01% 517

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

Bedel Financial Consulting's NJR Position: Q2 2026 in Review

Bedel Financial Consulting increased its New Jersey Resources (NJR) stake by 0.26% in Q2 2026, buying an estimated $1.29K and bringing the position to 8,982 shares worth $503K. The position accounts for 0.05% of the portfolio, ranked #176.

Bedel Financial Consulting first reported a position in NJR in Q1 2021 and has held it in 20 quarters since. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Bedel Financial Consulting held 8,982 shares of New Jersey Resources worth $503K as of Q2 2026.
  • Bedel Financial Consulting bought 23 New Jersey Resources shares in Q2 2026, an estimated $1.29K.
  • New Jersey Resources made up 0.05% of Bedel Financial Consulting's portfolio in Q2 2026, its #176 holding.
  • Bedel Financial Consulting first reported a position in New Jersey Resources in Q1 2021 and has held it in 20 quarters since.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.