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 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 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

Forvis Mazars Wealth Advisors's NJR Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors held its New Jersey Resources (NJR) position steady in Q1 2026 at 6,013 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #340.

Forvis Mazars Wealth Advisors first reported a position in NJR in Q4 2022 and has held it in 6 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Forvis Mazars Wealth Advisors held 6,013 shares of New Jersey Resources worth $330K as of Q1 2026.
Forvis Mazars Wealth Advisors left its New Jersey Resources share count unchanged in Q1 2026.
New Jersey Resources made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #340 holding.
Forvis Mazars Wealth Advisors first reported a position in New Jersey Resources in Q4 2022 and has held it in 6 quarters since.
437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.