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 Q1	$409K	Buy	+7,450	New	+$385K	0.28%	37

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bennett Associates Wealth Management's NJR Position: Q1 2026 in Review

Bennett Associates Wealth Management opened a new position in New Jersey Resources (NJR) in Q1 2026: 7,450 shares worth $409K. The stake represents 0.28% of the portfolio and ranks #37 among its holdings.

437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Bennett Associates Wealth Management held 7,450 shares of New Jersey Resources worth $409K as of Q1 2026.
New Jersey Resources was a new Bennett Associates Wealth Management position in Q1 2026.
New Jersey Resources made up 0.28% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #37 holding.
437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.