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ICW Investment Advisors’s New Jersey Resources NJR Stock Holding History

ICW Investment 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 		$1.03M Sell
18,780
-14
-0.1% -$724 0.37% 87
2025
Q4 		$867K Sell
18,794
-380
-2% -$17.6K 0.32% 96
2025
Q3 		$923K Buy
19,174
+35
+0.2% +$1.63K 0.33% 100
2025
Q2 		$858K Buy
19,139
+970
+5% +$45.5K 0.34% 100
2025
Q1 		$891K Buy
18,169
+448
+3% +$21.2K 0.36% 93
2024
Q4 		$827K Buy
17,721
+414
+2% +$19.6K 0.35% 97
2024
Q3 		$817K Buy
17,307
+462
+3% +$21.1K 0.34% 95
2024
Q2 		$720K Sell
16,845
-498
-3% -$21.5K 0.33% 97
2024
Q1 		$744K Buy
17,343
+493
+3% +$20.8K 0.33% 98
2023
Q4 		$751K Buy
16,850
+305
+2% +$13K 0.37% 93
2023
Q3 		$672K Buy
16,545
+968
+6% +$42.4K 0.36% 93
2023
Q2 		$735K Buy
15,577
+519
+3% +$26.2K 0.39% 90
2023
Q1 		$801K Buy
15,058
+495
+3% +$25.2K 0.45% 86
2022
Q4 		$723K Buy
14,563
+120
+0.8% +$5.48K 0.43% 84
2022
Q3 		$559K Buy
14,443
+115
+0.8% +$5.13K 0.38% 92
2022
Q2 		$638K Buy
14,328
+105
+0.7% +$4.72K 0.41% 90
2022
Q1 		$652K Sell
14,223
-680
-5% -$28.3K 0.38% 93
2021
Q4 		$612K Sell
14,903
-868
-6% -$33.6K 0.34% 96
2021
Q3 		$549K Sell
15,771
-3,163
-17% -$120K 0.35% 88
2021
Q2 		$749K Sell
18,934
-1,399
-7% -$59.1K 0.49% 80
2021
Q1 		$811K Sell
20,333
-2,414
-11% -$92K 0.56% 73
2020
Q4 		$794K Sell
22,747
-1,135
-5% -$36.9K 0.57% 71
2020
Q3 		$645K Buy
23,882
+163
+0.7% +$4.96K 0.48% 84
2020
Q2 		$774K Buy
23,719
+1,010
+4% +$33.5K 0.63% 68
2020
Q1 		$771K Buy
22,709
+3,811
+20% +$149K 0.73% 59
2019
Q4 		$842K Buy
+18,898
New +$816K 0.68% 66

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

ICW Investment Advisors's NJR Position: Q1 2026 in Review

ICW Investment Advisors reduced its New Jersey Resources (NJR) stake by 0.07% in Q1 2026, selling an estimated $724 and leaving 18,780 shares worth $1.03M. The position accounts for 0.37% of the portfolio, ranked #87.

ICW Investment Advisors first reported a position in NJR in Q4 2019 and has held it in 26 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • ICW Investment Advisors held 18,780 shares of New Jersey Resources worth $1.03M as of Q1 2026.
  • ICW Investment Advisors sold 14 New Jersey Resources shares in Q1 2026, an estimated $724.
  • New Jersey Resources made up 0.37% of ICW Investment Advisors's portfolio in Q1 2026, its #87 holding.
  • ICW Investment Advisors first reported a position in New Jersey Resources in Q4 2019 and has held it in 26 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.