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Turning Point Benefit Group’s New Jersey Resources NJR Stock Holding History

Turning Point Benefit Group’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 		– Sell
-11
Closed -$507 – 551
2025
Q4 		$507 Buy
+11
New +$508 ﹤0.01% 643

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

Turning Point Benefit Group's NJR Position: Q1 2026 in Review

Turning Point Benefit Group sold out of New Jersey Resources (NJR) in Q1 2026, closing a stake of 11 shares — an estimated $507 sold.

Turning Point Benefit Group first reported a position in NJR in Q4 2025 and held it in 1 quarter. The position peaked at $507 in Q4 2025. 438 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Turning Point Benefit Group reported no remaining New Jersey Resources position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 11 New Jersey Resources shares in Q1 2026, an estimated $507.
  • Turning Point Benefit Group first reported a position in New Jersey Resources in Q4 2025 and held it in 1 quarter.
  • Turning Point Benefit Group's New Jersey Resources position peaked at $507 in Q4 2025.
  • 438 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.