Aigen Investment Management’s New Jersey Resources NJR Stock Holding History

Aigen Investment Management’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	$601K	Buy	10,951 +255	+2%	+$13.2K	0.15%	178
2025 Q4	$493K	Sell	10,696 -12,074	-53%	-$558K	0.11%	249
2025 Q3	$1.1M	Sell	22,770 -10,759	-32%	-$501K	0.17%	184
2025 Q2	$1.5M	Buy	33,529 +22,888	+215%	+$1.07M	0.21%	151
2025 Q1	$522K	Buy	+10,641	New	+$504K	0.08%	343
2024 Q4	–	Sell	-15,441	Closed	-$729K	–	915
2024 Q3	$729K	Buy	+15,441	New	+$705K	0.14%	214
2020 Q4	–	Sell	-52,425	Closed	-$1.42M	–	954
2020 Q3	$1.42M	Buy	+52,425	New	+$1.6M	0.18%	172
2020 Q1	–	Sell	-51,583	Closed	-$2.3M	–	1462
2019 Q4	$2.3M	Buy	+51,583	New	+$2.23M	0.38%	51

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

Aigen Investment Management's NJR Position: Q1 2026 in Review

Aigen Investment Management increased its New Jersey Resources (NJR) stake by 2.4% in Q1 2026, buying an estimated $13.2K and bringing the position to 10,951 shares worth $601K. The position accounts for 0.15% of the portfolio, ranked #178.

Aigen Investment Management first reported a position in NJR in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.3M in Q4 2019. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Aigen Investment Management held 10,951 shares of New Jersey Resources worth $601K as of Q1 2026.
Aigen Investment Management bought 255 New Jersey Resources shares in Q1 2026, an estimated $13.2K.
New Jersey Resources made up 0.15% of Aigen Investment Management's portfolio in Q1 2026, its #178 holding.
Aigen Investment Management first reported a position in New Jersey Resources in Q4 2019 and has held it in 8 quarters since.
Aigen Investment Management's New Jersey Resources position peaked at $2.3M in Q4 2019.
437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.