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JMN Financial’s New Jersey Resources NJR Stock Holding History

JMN Financial’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 		$235K Buy
+4,140
New +$232K 0.18% 172

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

JMN Financial's NJR Position: Q2 2026 in Review

JMN Financial opened a new position in New Jersey Resources (NJR) in Q2 2026: 4,140 shares worth $235K. The stake represents 0.18% of the portfolio and ranks #172 among its holdings.

425 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • JMN Financial held 4,140 shares of New Jersey Resources worth $235K as of Q2 2026.
  • New Jersey Resources was a new JMN Financial position in Q2 2026.
  • New Jersey Resources made up 0.18% of JMN Financial's portfolio in Q2 2026, its #172 holding.
  • 425 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.