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True Wealth Design’s New Jersey Resources NJR Stock Holding History

True Wealth Design’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 		$12.7K Buy
227
+208
+1,095% +$11.6K ﹤0.01% 977
2026
Q1 		$1.04K Buy
+19
New +$982 ﹤0.01% 1792
2025
Q4 		– Sell
-7
Closed -$338 – 2738
2025
Q3 		$338 Buy
7
+4
+133% +$186 ﹤0.01% 2137
2025
Q2 		$135 Buy
3
+2
+200% +$94 ﹤0.01% 2165
2025
Q1 		$50 Buy
+1
New +$47 ﹤0.01% 2384

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

True Wealth Design's NJR Position: Q2 2026 in Review

True Wealth Design increased its New Jersey Resources (NJR) stake by 1,095% in Q2 2026, buying an estimated $11.6K and bringing the position to 227 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

True Wealth Design first reported a position in NJR in Q1 2025 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • True Wealth Design held 227 shares of New Jersey Resources worth $12.7K as of Q2 2026.
  • True Wealth Design bought 208 New Jersey Resources shares in Q2 2026, an estimated $11.6K.
  • New Jersey Resources made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #977 holding.
  • True Wealth Design first reported a position in New Jersey Resources in Q1 2025 and has held it in 5 quarters since.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.