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Integrated Wealth Concepts’s New Jersey Resources NJR Stock Holding History

Integrated Wealth Concepts’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 		$617K Buy
+11,239
New +$581K ﹤0.01% 1414
2025
Q4 		– Sell
-11,796
Closed -$568K – 1905
2025
Q3 		$568K Sell
11,796
-763
-6% -$35.6K 0.01% 1276
2025
Q2 		$563K Buy
+12,559
New +$589K 0.01% 1207
2025
Q1 		– Sell
-4,852
Closed -$226K – 1807
2024
Q4 		$226K Buy
+4,852
New +$230K ﹤0.01% 1541

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

Integrated Wealth Concepts's NJR Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in New Jersey Resources (NJR) in Q1 2026: 11,239 shares worth $617K. The stake represents ﹤0.01% of the portfolio and ranks #1414 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in NJR as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in NJR in Q4 2024 and has held it in 4 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Integrated Wealth Concepts held 11,239 shares of New Jersey Resources worth $617K as of Q1 2026.
  • New Jersey Resources was a new Integrated Wealth Concepts position in Q1 2026.
  • New Jersey Resources made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1414 holding.
  • Integrated Wealth Concepts first reported a position in New Jersey Resources in Q4 2024 and has held it in 4 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.