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New Jersey Resources Corporation shares owned by BKD Wealth Advisors

Quarter-by-quarter ownership of New Jersey Resources Corporation (NJR) shares owned by BKD Wealth Advisors from 13F filings

Historical chart of BKD Wealth Advisors investment in New Jersey Resources Corporation

Tip: Access up to 7 years of quarterly data

All positions including New Jersey Resources Corporation held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in New Jersey Resources Corporation by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 4.2k 48.15
2025-03-31 $207k 4.2k 49.06
2023-03-31 $224k 4.2k 53.20
2022-12-31 $209k 4.2k 49.62

More positions owned by BKD Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
T Rowe Price Etf Us Equity Resear (TSPA)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for BKD Wealth Advisors

Top funds holding New Jersey Resources Corporation

BlackRock
Vanguard Group
State Street Corporation
Dimensional Fund Advisors
Wells Fargo & Company
Geode Capital Management
Neuberger Berman Group
Northern Trust
Morgan Stanley
Charles Schwab Investment Management
First Trust Advisors
Bank of New York Mellon
Energy Income Partners
ProShare Advisors
Goldman Sachs Group

View all funds holding New Jersey Resources Corporation