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Bullock Wealth Management’s New Jersey Resources NJR Stock Holding History

Bullock 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 		$135K Buy
2,399
+10
+0.4% +$560 0.06% 202
2026
Q1 		$131K Buy
2,389
+27
+1% +$1.4K 0.07% 197
2025
Q4 		$109K Hold
2,362
– – 0.05% 208
2025
Q3 		$113K Buy
2,362
+14
+0.6% +$652 0.06% 205
2025
Q2 		$106K Sell
2,348
-73
-3% -$3.42K 0.06% 195
2025
Q1 		$119K Buy
2,421
+27
+1% +$1.28K 0.07% 188
2024
Q4 		$112K Hold
2,394
– – 0.07% 195
2024
Q3 		$112K Buy
2,394
+14
+0.6% +$639 0.07% 182
2024
Q2 		$101K Buy
2,380
+28
+1% +$1.21K 0.07% 182
2024
Q1 		$100K Buy
+2,352
New +$99.2K 0.07% 185

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's NJR Position: Q2 2026 in Review

Bullock Wealth Management increased its New Jersey Resources (NJR) stake by 0.42% in Q2 2026, buying an estimated $560 and bringing the position to 2,399 shares worth $135K. The position accounts for 0.06% of the portfolio, ranked #202.

Bullock Wealth Management first reported a position in NJR in Q1 2024 and has held it in 10 quarters since. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Bullock Wealth Management held 2,399 shares of New Jersey Resources worth $135K as of Q2 2026.
  • Bullock Wealth Management bought 10 New Jersey Resources shares in Q2 2026, an estimated $560.
  • New Jersey Resources made up 0.06% of Bullock Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Bullock Wealth Management first reported a position in New Jersey Resources in Q1 2024 and has held it in 10 quarters since.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.