WealthCollab’s New Jersey Resources NJR Stock Holding History

WealthCollab’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	$6.65K	Hold	121	–	–	﹤0.01%	625
2025 Q4	$5.58K	Hold	121	–	–	﹤0.01%	704
2025 Q3	$5.83K	Hold	121	–	–	﹤0.01%	644
2025 Q2	$5.42K	Buy	+121	New	+$5.67K	﹤0.01%	616

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

WealthCollab's NJR Position: Q1 2026 in Review

WealthCollab held its New Jersey Resources (NJR) position steady in Q1 2026 at 121 shares worth $6.65K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

WealthCollab 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.

WealthCollab held 121 shares of New Jersey Resources worth $6.65K as of Q1 2026.
WealthCollab left its New Jersey Resources share count unchanged in Q1 2026.
New Jersey Resources made up ﹤0.01% of WealthCollab's portfolio in Q1 2026, its #625 holding.
WealthCollab 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 WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.