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Larson Financial Group’s New Jersey Resources NJR Stock Holding History

Larson Financial Group’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 		$5.66K Buy
103
+10
+11% +$517 ﹤0.01% 2539
2025
Q4 		$4.29K Buy
93
+58
+166% +$2.68K ﹤0.01% 2518
2025
Q3 		$1.69K Hold
35
– – ﹤0.01% 2772
2025
Q2 		$1.57K Sell
35
-21
-38% -$984 ﹤0.01% 2501
2025
Q1 		$2.75K Buy
56
+39
+229% +$1.85K ﹤0.01% 2069
2024
Q4 		$793 Hold
17
– – ﹤0.01% 2092
2024
Q3 		$802 Buy
17
+6
+55% +$274 ﹤0.01% 2029
2024
Q2 		$470 Buy
+11
New +$474 ﹤0.01% 1854

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

Larson Financial Group's NJR Position: Q1 2026 in Review

Larson Financial Group increased its New Jersey Resources (NJR) stake by 11% in Q1 2026, buying an estimated $517 and bringing the position to 103 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2539.

Larson Financial Group first reported a position in NJR in Q2 2024 and has held it in 8 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Larson Financial Group held 103 shares of New Jersey Resources worth $5.66K as of Q1 2026.
  • Larson Financial Group bought 10 New Jersey Resources shares in Q1 2026, an estimated $517.
  • New Jersey Resources made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2539 holding.
  • Larson Financial Group first reported a position in New Jersey Resources in Q2 2024 and has held it in 8 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.