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Planning Strategies’s New Jersey Resources NJR Stock Holding History

Planning Strategies’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 		$37K Buy
+661
New +$37K 0.02% 185

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

Planning Strategies's NJR Position: Q2 2026 in Review

Planning Strategies opened a new position in New Jersey Resources (NJR) in Q2 2026: 661 shares worth $37K. The stake represents 0.02% of the portfolio and ranks #185 among its holdings.

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

  • Planning Strategies held 661 shares of New Jersey Resources worth $37K as of Q2 2026.
  • New Jersey Resources was a new Planning Strategies position in Q2 2026.
  • New Jersey Resources made up 0.02% of Planning Strategies's portfolio in Q2 2026, its #185 holding.
  • 425 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.