Adage Capital Partners’s New Jersey Resources NJR Stock Holding History

Adage Capital Partners’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	$3.3M	Buy	+60,000	New	+$3.1M	0.01%	807
2017 Q1	–	Sell	-803,092	Closed	-$28.5M	–	732
2016 Q4	$28.5M	Sell	803,092 -596,908	-43%	-$20.3M	0.08%	305
2016 Q3	$46M	Buy	1,400,000 +900,000	+180%	+$31.9M	0.13%	223
2016 Q2	$19.3M	Buy	+500,000	New	+$18M	0.05%	369
2015 Q3	–	Sell	-177,131	Closed	-$4.88M	–	743
2015 Q2	$4.88M	Sell	177,131 -393,469	-69%	-$11.8M	0.01%	639
2015 Q1	$17.7M	Buy	+570,600	New	+$17.9M	0.04%	443

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

Adage Capital Partners's NJR Position: Q1 2026 in Review

Adage Capital Partners opened a new position in New Jersey Resources (NJR) in Q1 2026: 60,000 shares worth $3.3M. The stake represents 0.01% of the portfolio and ranks #807 among its holdings. This is a return to the name: Adage Capital Partners previously reported a position in NJR as recently as Q4 2016.

Adage Capital Partners first reported a position in NJR in Q1 2015 and has held it in 6 quarters since. The position peaked at $46M in Q3 2016. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Adage Capital Partners held 60,000 shares of New Jersey Resources worth $3.3M as of Q1 2026.
New Jersey Resources was a new Adage Capital Partners position in Q1 2026.
New Jersey Resources made up 0.01% of Adage Capital Partners's portfolio in Q1 2026, its #807 holding.
Adage Capital Partners first reported a position in New Jersey Resources in Q1 2015 and has held it in 6 quarters since.
Adage Capital Partners's New Jersey Resources position peaked at $46M in Q3 2016.
437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.