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Algert Global’s New Jersey Resources NJR Stock Holding History

Algert Global’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
Q2 		$18.3M Buy
326,349
+160,110
+96% +$8.96M 0.22% 107
2026
Q1 		$9.13M Hold
166,239
– – 0.14% 230
2025
Q4 		$7.67M Hold
166,239
– – 0.12% 293
2025
Q3 		$8M Sell
166,239
-22,542
-12% -$1.05M 0.13% 250
2025
Q2 		$8.46M Buy
188,781
+83,272
+79% +$3.9M 0.18% 170
2025
Q1 		$5.18M Sell
105,509
-63,530
-38% -$3.01M 0.13% 261
2024
Q4 		$7.89M Sell
169,039
-121
-0.1% -$5.74K 0.19% 162
2024
Q3 		$7.98M Sell
169,160
-16,477
-9% -$752K 0.21% 127
2024
Q2 		$7.93M Buy
185,637
+118,377
+176% +$5.11M 0.26% 85
2024
Q1 		$2.89M Buy
+67,260
New +$2.84M 0.11% 303
2022
Q4 		– Sell
-19,791
Closed -$766K – 1228
2022
Q3 		$766K Sell
19,791
-8,015
-29% -$357K 0.05% 650
2022
Q2 		$1.24M Hold
27,806
– – 0.09% 382
2022
Q1 		$1.27M Buy
27,806
+17,063
+159% +$710K 0.08% 413
2021
Q4 		$441K Sell
10,743
-970
-8% -$37.5K 0.06% 583
2021
Q3 		$408K Buy
+11,713
New +$443K 0.05% 628

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Algert Global's NJR Position: Q2 2026 in Review

Algert Global increased its New Jersey Resources (NJR) stake by 96% in Q2 2026, buying an estimated $8.96M and bringing the position to 326,349 shares worth $18.3M. The position accounts for 0.22% of the portfolio, ranked #107.

Algert Global first reported a position in NJR in Q3 2021 and has held it in 15 quarters since. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Algert Global held 326,349 shares of New Jersey Resources worth $18.3M as of Q2 2026.
  • Algert Global bought 160,110 New Jersey Resources shares in Q2 2026, an estimated $8.96M.
  • New Jersey Resources made up 0.22% of Algert Global's portfolio in Q2 2026, its #107 holding.
  • Algert Global first reported a position in New Jersey Resources in Q3 2021 and has held it in 15 quarters since.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.