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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IBEX Wealth Advisors's NJR Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in New Jersey Resources (NJR) in Q1 2026: 6,275 shares worth $345K. The stake represents 0.03% of the portfolio and ranks #175 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in NJR as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in NJR in Q4 2024 and has held it in 4 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • IBEX Wealth Advisors held 6,275 shares of New Jersey Resources worth $345K as of Q1 2026.
  • New Jersey Resources was a new IBEX Wealth Advisors position in Q1 2026.
  • New Jersey Resources made up 0.03% of IBEX Wealth Advisors's portfolio in Q1 2026, its #175 holding.
  • IBEX Wealth Advisors first reported a position in New Jersey Resources in Q4 2024 and has held it in 4 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.