Mirabella Financial Services’s New Jersey Resources NJR Stock Holding History

Mirabella Financial Services’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	$560K	Buy	9,991 +6,341	+174%	+$355K	0.05%	224
2026 Q1	$200K	Buy	+3,650	New	+$189K	0.02%	789
2024 Q3	–	Sell	-7,631	Closed	-$326K	–	366
2024 Q2	$326K	Sell	7,631 -5,460	-42%	-$236K	0.02%	319
2024 Q1	$562K	Buy	+13,091	New	+$552K	0.04%	265
2022 Q2	–	Sell	-25,253	Closed	-$1.16M	–	634
2022 Q1	$1.16M	Buy	25,253 +9,705	+62%	+$404K	0.13%	145
2021 Q4	$638K	Buy	+15,548	New	+$601K	0.06%	205
2021 Q2	–	Sell	-17,546	Closed	-$699K	–	374
2021 Q1	$699K	Buy	+17,546	New	+$669K	0.22%	106

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mirabella Financial Services's NJR Position: Q2 2026 in Review

Mirabella Financial Services increased its New Jersey Resources (NJR) stake by 174% in Q2 2026, buying an estimated $355K and bringing the position to 9,991 shares worth $560K. The position accounts for 0.05% of the portfolio, ranked #224.

Mirabella Financial Services first reported a position in NJR in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.16M in Q1 2022. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Mirabella Financial Services held 9,991 shares of New Jersey Resources worth $560K as of Q2 2026.
Mirabella Financial Services bought 6,341 New Jersey Resources shares in Q2 2026, an estimated $355K.
New Jersey Resources made up 0.05% of Mirabella Financial Services's portfolio in Q2 2026, its #224 holding.
Mirabella Financial Services first reported a position in New Jersey Resources in Q1 2021 and has held it in 7 quarters since.
Mirabella Financial Services's New Jersey Resources position peaked at $1.16M in Q1 2022.
453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.