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Rialto Wealth Management’s New Jersey Resources NJR Stock Holding History

Rialto Wealth Management’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 		$1.98K Buy
36
+14
+64% +$724 ﹤0.01% 870
2025
Q4 		$1.01K Buy
22
+3
+16% +$139 ﹤0.01% 994
2025
Q3 		$915 Sell
19
-6
-24% -$280 ﹤0.01% 963
2025
Q2 		$1.12K Buy
+25
New +$1.17K ﹤0.01% 811

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

Rialto Wealth Management's NJR Position: Q1 2026 in Review

Rialto Wealth Management increased its New Jersey Resources (NJR) stake by 64% in Q1 2026, buying an estimated $724 and bringing the position to 36 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Rialto Wealth Management first reported a position in NJR in Q2 2025 and has held it in 4 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Rialto Wealth Management held 36 shares of New Jersey Resources worth $1.98K as of Q1 2026.
  • Rialto Wealth Management bought 14 New Jersey Resources shares in Q1 2026, an estimated $724.
  • New Jersey Resources made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #870 holding.
  • Rialto Wealth Management first reported a position in New Jersey Resources in Q2 2025 and has held it in 4 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.