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Bennett Associates Wealth Management’s New Jersey Resources NJR Stock Holding History

Bennett Associates 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
2026
Q2 		– Sell
-7,450
Closed -$409K – 61
2026
Q1 		$409K Buy
+7,450
New +$385K 0.28% 37

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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

Bennett Associates Wealth Management's NJR Position: Q2 2026 in Review

Bennett Associates Wealth Management sold out of New Jersey Resources (NJR) in Q2 2026, closing a stake of 7,450 shares — an estimated $409K sold.

Bennett Associates Wealth Management first reported a position in NJR in Q1 2026 and held it in 1 quarter. The position peaked at $409K in Q1 2026. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Bennett Associates Wealth Management reported no remaining New Jersey Resources position as of Q2 2026 after selling out during the quarter.
  • Bennett Associates Wealth Management sold 7,450 New Jersey Resources shares in Q2 2026, an estimated $409K.
  • Bennett Associates Wealth Management first reported a position in New Jersey Resources in Q1 2026 and held it in 1 quarter.
  • Bennett Associates Wealth Management's New Jersey Resources position peaked at $409K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.