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

SHP 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 		$25.8K Hold
470
– – ﹤0.01% 661
2025
Q4 		$21.7K Buy
+470
New +$21.7K ﹤0.01% 671

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $6.36B AUM 17.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SHP Wealth Management held its New Jersey Resources (NJR) position steady in Q1 2026 at 470 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

SHP Wealth Management 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.

  • SHP Wealth Management held 470 shares of New Jersey Resources worth $25.8K as of Q1 2026.
  • SHP Wealth Management left its New Jersey Resources share count unchanged in Q1 2026.
  • New Jersey Resources made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #661 holding.
  • SHP Wealth Management 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 SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.