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Forvis Mazars Wealth Advisors’s New Jersey Resources NJR Stock Holding History

Forvis Mazars Wealth Advisors’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 		$337K Hold
6,013
– – 0.01% 357
2026
Q1 		$330K Hold
6,013
– – 0.01% 340
2025
Q4 		$277K Buy
6,013
+1,800
+43% +$83.2K 0.01% 365
2025
Q3 		$203K Buy
+4,213
New +$196K ﹤0.01% 395
2025
Q2 		– Sell
-4,213
Closed -$207K – 403
2025
Q1 		$207K Buy
+4,213
New +$200K 0.01% 382
2023
Q2 		– Sell
-4,213
Closed -$224K – 421
2023
Q1 		$224K Hold
4,213
– – 0.01% 373
2022
Q4 		$209K Buy
+4,213
New +$192K 0.01% 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

Forvis Mazars Wealth Advisors's NJR Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its New Jersey Resources (NJR) position steady in Q2 2026 at 6,013 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #357.

Forvis Mazars Wealth Advisors first reported a position in NJR in Q4 2022 and has held it in 7 quarters since. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 6,013 shares of New Jersey Resources worth $337K as of Q2 2026.
  • Forvis Mazars Wealth Advisors left its New Jersey Resources share count unchanged in Q2 2026.
  • New Jersey Resources made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #357 holding.
  • Forvis Mazars Wealth Advisors first reported a position in New Jersey Resources in Q4 2022 and has held it in 7 quarters since.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.