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InceptionR’s New Jersey Resources NJR Stock Holding History

InceptionR’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 		$871K Buy
+15,539
New +$869K 0.21% 162
2026
Q1 		– Sell
-7,561
Closed -$349K – 816
2025
Q4 		$349K Sell
7,561
-4,311
-36% -$199K 0.1% 387
2025
Q3 		$572K Buy
+11,872
New +$553K 0.14% 271
2025
Q2 		– Sell
-5,661
Closed -$278K – 787
2025
Q1 		$278K Sell
5,661
-12,163
-68% -$577K 0.08% 394
2024
Q4 		$831K Buy
17,824
+9,844
+123% +$467K 0.19% 208
2024
Q3 		$377K Sell
7,980
-5,015
-39% -$229K 0.09% 394
2024
Q2 		$555K Buy
+12,995
New +$561K 0.16% 249
2023
Q2 		– Sell
-15,014
Closed -$799K – 568
2023
Q1 		$799K Buy
+15,014
New +$765K 0.26% 148

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

InceptionR's NJR Position: Q2 2026 in Review

InceptionR opened a new position in New Jersey Resources (NJR) in Q2 2026: 15,539 shares worth $871K. The stake represents 0.21% of the portfolio and ranks #162 among its holdings. This is a return to the name: InceptionR previously reported a position in NJR as recently as Q4 2025.

InceptionR first reported a position in NJR in Q1 2023 and has held it in 8 quarters since. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • InceptionR held 15,539 shares of New Jersey Resources worth $871K as of Q2 2026.
  • New Jersey Resources was a new InceptionR position in Q2 2026.
  • New Jersey Resources made up 0.21% of InceptionR's portfolio in Q2 2026, its #162 holding.
  • InceptionR first reported a position in New Jersey Resources in Q1 2023 and has held it in 8 quarters since.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.