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Wood Tarver Financial Group’s New Jersey Resources NJR Stock Holding History

Wood Tarver Financial 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 		$204K Buy
+3,722
New +$192K 0.06% 153
2025
Q3 		– Sell
-3,722
Closed -$166K – 463
2025
Q2 		$166K Hold
3,722
– – 0.05% 156
2025
Q1 		$183K Hold
3,722
– – 0.06% 139
2024
Q4 		$173K Buy
+3,722
New +$176K 0.06% 144

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

Wood Tarver Financial Group's NJR Position: Q1 2026 in Review

Wood Tarver Financial Group opened a new position in New Jersey Resources (NJR) in Q1 2026: 3,722 shares worth $204K. The stake represents 0.06% of the portfolio and ranks #153 among its holdings. This is a return to the name: Wood Tarver Financial Group previously reported a position in NJR as recently as Q2 2025.

Wood Tarver Financial Group first reported a position in NJR in Q4 2024 and has held it in 4 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Wood Tarver Financial Group held 3,722 shares of New Jersey Resources worth $204K as of Q1 2026.
  • New Jersey Resources was a new Wood Tarver Financial Group position in Q1 2026.
  • New Jersey Resources made up 0.06% of Wood Tarver Financial Group's portfolio in Q1 2026, its #153 holding.
  • Wood Tarver Financial Group first reported a position in New Jersey Resources in Q4 2024 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 Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.