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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
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 $6.73T 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

IBEX Wealth Advisors's NJR Position: Q2 2026 in Review

IBEX Wealth Advisors held its New Jersey Resources (NJR) position steady in Q2 2026 at 6,275 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #178.

IBEX Wealth Advisors first reported a position in NJR in Q4 2024 and has held it in 5 quarters since. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • IBEX Wealth Advisors held 6,275 shares of New Jersey Resources worth $352K as of Q2 2026.
  • IBEX Wealth Advisors left its New Jersey Resources share count unchanged in Q2 2026.
  • New Jersey Resources made up 0.03% of IBEX Wealth Advisors's portfolio in Q2 2026, its #178 holding.
  • IBEX Wealth Advisors first reported a position in New Jersey Resources in Q4 2024 and has held it in 5 quarters since.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.