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International Assets Investment Management’s New Jersey Resources NJR Stock Holding History

International Assets Investment Management’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 		$87.2K Hold
1,552
– – 0.01% 1137
2026
Q1 		$85.3K Hold
1,552
– – 0.01% 1064
2025
Q4 		$71.6K Buy
+1,552
New +$71.7K ﹤0.01% 1104
2024
Q4 		– Sell
-83,638
Closed -$1.77K – 1481
2024
Q3 		$1.77K Buy
83,638
+81,866
+4,620% +$3.74M ﹤0.01% 943
2024
Q2 		$75.7K Buy
+1,772
New +$76.4K 0.01% 1032
2023
Q1 		– Sell
-4,418
Closed -$219K – 1308
2022
Q4 		$219K Buy
+4,418
New +$202K 0.02% 592
2021
Q2 		– Sell
-1,443
Closed -$51K – 1398
2021
Q1 		$51K Hold
1,443
– – ﹤0.01% 953
2020
Q4 		$51K Buy
+1,443
New +$47K 0.01% 837

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

International Assets Investment Management's NJR Position: Q2 2026 in Review

International Assets Investment Management held its New Jersey Resources (NJR) position steady in Q2 2026 at 1,552 shares worth $87.2K. The position accounts for 0.01% of the portfolio, ranked #1137.

International Assets Investment Management first reported a position in NJR in Q4 2020 and has held it in 8 quarters since. The position peaked at $219K in Q4 2022. 307 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • International Assets Investment Management held 1,552 shares of New Jersey Resources worth $87.2K as of Q2 2026.
  • International Assets Investment Management left its New Jersey Resources share count unchanged in Q2 2026.
  • New Jersey Resources made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1137 holding.
  • International Assets Investment Management first reported a position in New Jersey Resources in Q4 2020 and has held it in 8 quarters since.
  • International Assets Investment Management's New Jersey Resources position peaked at $219K in Q4 2022.
  • 307 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.