MWA
NJR icon

Medallion Wealth Advisors’s New Jersey Resources NJR Stock Holding History

Medallion Wealth Advisors’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 		$33K Hold
600
– – 0.01% 552
2025
Q4 		$27.7K Buy
+600
New +$27.7K 0.01% 576

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

Medallion Wealth Advisors's NJR Position: Q1 2026 in Review

Medallion Wealth Advisors held its New Jersey Resources (NJR) position steady in Q1 2026 at 600 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #552.

Medallion Wealth Advisors first reported a position in NJR in Q4 2025 and has held it in 2 quarters since. 438 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Medallion Wealth Advisors held 600 shares of New Jersey Resources worth $33K as of Q1 2026.
  • Medallion Wealth Advisors left its New Jersey Resources share count unchanged in Q1 2026.
  • New Jersey Resources made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #552 holding.
  • Medallion Wealth Advisors first reported a position in New Jersey Resources in Q4 2025 and has held it in 2 quarters since.
  • 438 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.