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Bell Investment Advisors’s New Jersey Resources NJR Stock Holding History

Bell Investment Advisors’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 		$5.1K Sell
91
-11
-11% -$615 ﹤0.01% 967
2026
Q1 		$5.6K Buy
102
+11
+12% +$569 ﹤0.01% 914
2025
Q4 		$4.2K Sell
91
-5
-5% -$231 ﹤0.01% 1043
2025
Q3 		$4.62K Buy
96
+11
+13% +$513 ﹤0.01% 970
2025
Q2 		$3.81K Sell
85
-9
-10% -$422 ﹤0.01% 1112
2025
Q1 		$4.61K Buy
94
+15
+19% +$711 ﹤0.01% 951
2024
Q4 		$3.69K Buy
79
+10
+14% +$474 ﹤0.01% 1078
2024
Q3 		$3.26K Sell
69
-12
-15% -$548 ﹤0.01% 1142
2024
Q2 		$3.46K Hold
81
– – ﹤0.01% 1107
2024
Q1 		$3.48K Hold
81
– – ﹤0.01% 1105
2023
Q4 		$3.61K Buy
81
+46
+131% +$1.96K ﹤0.01% 1057
2023
Q3 		$1.42K Sell
35
-54
-61% -$2.36K ﹤0.01% 1434
2023
Q2 		$4.2K Sell
89
-56
-39% -$2.82K ﹤0.01% 909
2023
Q1 		$7.71K Buy
145
+49
+51% +$2.5K ﹤0.01% 577
2022
Q4 		$4.76K Buy
96
+43
+81% +$1.96K ﹤0.01% 842
2022
Q3 		$2K Sell
53
-29
-35% -$1.29K ﹤0.01% 1165
2022
Q2 		$4K Buy
+82
New +$3.68K ﹤0.01% 830
2021
Q4 		$3K Buy
81
+45
+125% +$1.74K ﹤0.01% 1006
2021
Q3 		$1K Buy
+36
New +$1.36K ﹤0.01% 1478

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

Bell Investment Advisors's NJR Position: Q2 2026 in Review

Bell Investment Advisors reduced its New Jersey Resources (NJR) stake by 11% in Q2 2026, selling an estimated $615 and leaving 91 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Bell Investment Advisors first reported a position in NJR in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.71K in Q1 2023. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Bell Investment Advisors held 91 shares of New Jersey Resources worth $5.1K as of Q2 2026.
  • Bell Investment Advisors sold 11 New Jersey Resources shares in Q2 2026, an estimated $615.
  • New Jersey Resources made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #967 holding.
  • Bell Investment Advisors first reported a position in New Jersey Resources in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's New Jersey Resources position peaked at $7.71K in Q1 2023.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.