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Boston Family Office’s New Jersey Resources NJR Stock Holding History

Boston Family Office’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 		$341K Hold
6,216
– – 0.02% 258
2025
Q4 		$287K Hold
6,216
– – 0.02% 267
2025
Q3 		$299K Buy
+6,216
New +$290K 0.02% 249

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Family Office's NJR Position: Q1 2026 in Review

Boston Family Office held its New Jersey Resources (NJR) position steady in Q1 2026 at 6,216 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #258.

Boston Family Office first reported a position in NJR in Q3 2025 and has held it in 3 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Boston Family Office held 6,216 shares of New Jersey Resources worth $341K as of Q1 2026.
  • Boston Family Office left its New Jersey Resources share count unchanged in Q1 2026.
  • New Jersey Resources made up 0.02% of Boston Family Office's portfolio in Q1 2026, its #258 holding.
  • Boston Family Office first reported a position in New Jersey Resources in Q3 2025 and has held it in 3 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.