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Inspire Investing’s New Jersey Resources NJR Stock Holding History

Inspire Investing’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 		$531K Sell
9,661
-4,769
-33% -$247K 0.03% 459
2025
Q4 		$666K Buy
14,430
+4,817
+50% +$223K 0.06% 255
2025
Q3 		$463K Buy
9,613
+649
+7% +$30.2K 0.05% 343
2025
Q2 		$402K Buy
8,964
+1,934
+28% +$90.6K 0.04% 328
2025
Q1 		$345K Sell
7,030
-1,580
-18% -$74.9K 0.04% 441
2024
Q4 		$402K Sell
8,610
-88
-1% -$4.17K 0.04% 480
2024
Q3 		$411K Buy
8,698
+515
+6% +$23.5K 0.04% 682
2024
Q2 		$350K Sell
8,183
-166
-2% -$7.16K 0.04% 673
2024
Q1 		$358K Sell
8,349
-306
-4% -$12.9K 0.04% 610
2023
Q4 		$386K Buy
8,655
+1,100
+15% +$46.9K 0.04% 461
2023
Q3 		$307K Buy
7,555
+906
+14% +$39.7K 0.04% 554
2023
Q2 		$314K Buy
6,649
+1,523
+30% +$76.7K 0.04% 593
2023
Q1 		$273K Buy
5,126
+380
+8% +$19.4K 0.03% 636
2022
Q4 		$235K Sell
4,746
-615
-11% -$28.1K 0.03% 557
2022
Q3 		$207K Buy
5,361
+582
+12% +$25.9K 0.03% 519
2022
Q2 		$213K Sell
4,779
-356
-7% -$16K 0.03% 436
2022
Q1 		$235K Sell
5,135
-971
-16% -$40.4K 0.03% 613
2021
Q4 		$251K Sell
6,106
-626
-9% -$24.2K 0.03% 403
2021
Q3 		$234K Buy
+6,732
New +$255K 0.03% 508
2018
Q1 		– Sell
-1,350
Closed -$54K – 521
2017
Q4 		$54K Buy
+1,350
New +$58K 0.05% 686

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 Investing's NJR Position: Q1 2026 in Review

Inspire Investing reduced its New Jersey Resources (NJR) stake by 33% in Q1 2026, selling an estimated $247K and leaving 9,661 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #459.

Inspire Investing first reported a position in NJR in Q4 2017 and has held it in 20 quarters since. The position peaked at $666K in Q4 2025. 438 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Inspire Investing held 9,661 shares of New Jersey Resources worth $531K as of Q1 2026.
  • Inspire Investing sold 4,769 New Jersey Resources shares in Q1 2026, an estimated $247K.
  • New Jersey Resources made up 0.03% of Inspire Investing's portfolio in Q1 2026, its #459 holding.
  • Inspire Investing first reported a position in New Jersey Resources in Q4 2017 and has held it in 20 quarters since.
  • Inspire Investing's New Jersey Resources position peaked at $666K in Q4 2025.
  • 438 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.