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Inspire Advisors’s New Jersey Resources NJR Stock Holding History

Inspire 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 		$3.11M Sell
56,595
-15,481
-21% -$800K 0.25% 52
2025
Q4 		$3.32M Buy
72,076
+8,259
+13% +$382K 0.31% 48
2025
Q3 		$3.07M Buy
63,817
+5,415
+9% +$252K 0.29% 56
2025
Q2 		$2.62M Buy
58,402
+52,863
+954% +$2.48M 0.27% 65
2025
Q1 		$272K Buy
+5,539
New +$263K 0.03% 361

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

Inspire Advisors's NJR Position: Q1 2026 in Review

Inspire Advisors reduced its New Jersey Resources (NJR) stake by 21% in Q1 2026, selling an estimated $800K and leaving 56,595 shares worth $3.11M. The position accounts for 0.25% of the portfolio, ranked #52.

Inspire Advisors first reported a position in NJR in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.32M in Q4 2025. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Inspire Advisors held 56,595 shares of New Jersey Resources worth $3.11M as of Q1 2026.
  • Inspire Advisors sold 15,481 New Jersey Resources shares in Q1 2026, an estimated $800K.
  • New Jersey Resources made up 0.25% of Inspire Advisors's portfolio in Q1 2026, its #52 holding.
  • Inspire Advisors first reported a position in New Jersey Resources in Q1 2025 and has held it in 5 quarters since.
  • Inspire Advisors's New Jersey Resources position peaked at $3.32M in Q4 2025.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.