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Benjamin Edwards Inc’s New Jersey Resources NJR Stock Holding History

Benjamin Edwards Inc’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 		$6.76M Sell
120,576
-8,324
-6% -$466K 0.06% 292
2026
Q1 		$7.08M Sell
128,900
-3,979
-3% -$206K 0.07% 265
2025
Q4 		$6.13M Sell
132,879
-15,431
-10% -$713K 0.07% 271
2025
Q3 		$7.14M Buy
148,310
+6,583
+5% +$307K 0.08% 239
2025
Q2 		$6.35M Sell
141,727
-3,691
-3% -$173K 0.08% 229
2025
Q1 		$7.13M Sell
145,418
-9,586
-6% -$454K 0.1% 205
2024
Q4 		$7.23M Sell
155,004
-2,075
-1% -$98.4K 0.1% 208
2024
Q3 		$7.41M Buy
157,079
+155,352
+8,995% +$7.09M 0.11% 199
2024
Q2 		$74K Hold
1,727
– – 0.01% 457
2024
Q1 		$74K Sell
1,727
-40
-2% -$1.69K 0.01% 440
2023
Q4 		$79K Buy
1,767
+6
+0.3% +$256 0.02% 439
2023
Q3 		$72K Sell
1,761
-64
-4% -$2.8K 0.02% 422
2023
Q2 		$86K Sell
1,825
-228
-11% -$11.5K 0.02% 410
2023
Q1 		$109K Sell
2,053
-10
-0.5% -$510 0.03% 355
2022
Q4 		$102K Buy
2,063
+88
+4% +$4.02K 0.03% 348
2022
Q3 		$76K Buy
1,975
+52
+3% +$2.32K 0.02% 378
2022
Q2 		$86K Buy
1,923
+54
+3% +$2.43K 0.03% 360
2022
Q1 		$86K Buy
1,869
+39
+2% +$1.62K 0.03% 384
2021
Q4 		$75K Buy
1,830
+1,059
+137% +$40.9K 0.02% 385
2021
Q3 		$27K Buy
+771
New +$29.2K 0.02% 374

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

Benjamin Edwards Inc's NJR Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its New Jersey Resources (NJR) stake by 6.5% in Q2 2026, selling an estimated $466K and leaving 120,576 shares worth $6.76M. The position accounts for 0.06% of the portfolio, ranked #292.

Benjamin Edwards Inc first reported a position in NJR in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.41M in Q3 2024. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Benjamin Edwards Inc held 120,576 shares of New Jersey Resources worth $6.76M as of Q2 2026.
  • Benjamin Edwards Inc sold 8,324 New Jersey Resources shares in Q2 2026, an estimated $466K.
  • New Jersey Resources made up 0.06% of Benjamin Edwards Inc's portfolio in Q2 2026, its #292 holding.
  • Benjamin Edwards Inc first reported a position in New Jersey Resources in Q3 2021 and has held it in 20 quarters since.
  • Benjamin Edwards Inc's New Jersey Resources position peaked at $7.41M in Q3 2024.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.