IBEX Wealth Advisors
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IBEX Wealth Advisors’s New Jersey Resources NJR Stock Holding History

IBEX 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
Q3 		$318K Hold
6,275
– – 0.02% 191
2026
Q2 		$352K Hold
6,275
– – 0.03% 178
2026
Q1 		$345K Buy
+6,275
New +$324K 0.03% 175
2025
Q4 		– Sell
-6,275
Closed -$302K – 175
2025
Q3 		$302K Hold
6,275
– – 0.03% 180
2025
Q2 		$281K Buy
+6,275
New +$294K 0.03% 174
2025
Q1 		– Sell
-6,321
Closed -$295K – 181
2024
Q4 		$295K Buy
+6,321
New +$300K 0.03% 179

Other funds holding NJR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

IBEX Wealth Advisors's NJR Position: Q3 2026 in Review

IBEX Wealth Advisors held its New Jersey Resources (NJR) position steady in Q3 2026 at 6,275 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #191.

IBEX Wealth Advisors first reported a position in NJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $352K in Q2 2026. 363 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • IBEX Wealth Advisors held 6,275 shares of New Jersey Resources worth $318K as of Q3 2026.
  • IBEX Wealth Advisors left its New Jersey Resources share count unchanged in Q3 2026.
  • New Jersey Resources made up 0.02% of IBEX Wealth Advisors's portfolio in Q3 2026, its #191 holding.
  • IBEX Wealth Advisors first reported a position in New Jersey Resources in Q4 2024 and has held it in 6 quarters since.
  • IBEX Wealth Advisors's New Jersey Resources position peaked at $352K in Q2 2026.
  • 363 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.