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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

InceptionR's NJR Position: Q1 2026 in Review

InceptionR sold out of New Jersey Resources (NJR) in Q1 2026, closing a stake of 7,561 shares — an estimated $349K sold.

InceptionR first reported a position in NJR in Q1 2023 and held it in 7 quarters. The position peaked at $831K in Q4 2024. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

InceptionR reported no remaining New Jersey Resources position as of Q1 2026 after selling out during the quarter.
InceptionR sold 7,561 New Jersey Resources shares in Q1 2026, an estimated $349K.
InceptionR first reported a position in New Jersey Resources in Q1 2023 and held it in 7 quarters.
InceptionR's New Jersey Resources position peaked at $831K in Q4 2024.
437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.