BPI
NJR icon

BFC Planning, Inc.’s New Jersey Resources NJR Stock Holding History

BFC Planning, Inc.’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 		$29.1K Buy
+520
New +$29.1K ﹤0.01% 1820
2026
Q1 		– Sell
-33
Closed -$1.52K – 3222
2025
Q4 		$1.52K Buy
33
+1
+3% +$46 ﹤0.01% 2702
2025
Q3 		$1.54K Hold
32
– – ﹤0.01% 2542
2025
Q2 		$1.43K Buy
+32
New +$1.5K ﹤0.01% 2383

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 40.06% 1-Year Est. Return

BFC Planning, Inc.'s NJR Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in New Jersey Resources (NJR) in Q2 2026: 520 shares worth $29.1K. The stake represents ﹤0.01% of the portfolio and ranks #1820 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in NJR as recently as Q4 2025.

BFC Planning, Inc. first reported a position in NJR in Q2 2025 and has held it in 4 quarters since. 461 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • BFC Planning, Inc. held 520 shares of New Jersey Resources worth $29.1K as of Q2 2026.
  • New Jersey Resources was a new BFC Planning, Inc. position in Q2 2026.
  • New Jersey Resources made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1820 holding.
  • BFC Planning, Inc. first reported a position in New Jersey Resources in Q2 2025 and has held it in 4 quarters since.
  • 461 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.