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ALPS Advisors’s New Jersey Resources NJR Stock Holding History

ALPS Advisors’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 		$3.71M Buy
66,213
+1,949
+3% +$109K 0.02% 357
2026
Q1 		$3.53M Sell
64,264
-3,116
-5% -$161K 0.02% 308
2025
Q4 		$3.11M Sell
67,380
-4,456
-6% -$206K 0.02% 327
2025
Q3 		$3.46M Buy
71,836
+42,185
+142% +$1.97M 0.02% 301
2025
Q2 		$1.33M Sell
29,651
-210
-0.7% -$9.84K 0.01% 431
2025
Q1 		$1.46M Buy
29,861
+2,135
+8% +$101K 0.01% 395
2024
Q4 		$1.29M Buy
27,726
+4,060
+17% +$192K 0.01% 422
2024
Q3 		$1.12M Sell
23,666
-713
-3% -$32.6K 0.01% 470
2024
Q2 		$1.04M Buy
24,379
+3,378
+16% +$146K 0.01% 455
2024
Q1 		$901K Buy
21,001
+3,159
+18% +$133K 0.01% 508
2023
Q4 		$795K Buy
17,842
+2,496
+16% +$106K 0.01% 536
2023
Q3 		$624K Buy
15,346
+8,266
+117% +$362K 0.01% 565
2023
Q2 		$334K Buy
7,080
+2,184
+45% +$110K ﹤0.01% 774
2023
Q1 		$260K Buy
4,896
+546
+13% +$27.8K ﹤0.01% 960
2022
Q4 		$216K Buy
+4,350
New +$199K ﹤0.01% 992
2022
Q3 		– Sell
-7,860
Closed -$350K – 1155
2022
Q2 		$350K Buy
+7,860
New +$353K ﹤0.01% 695
2015
Q3 		– Sell
-17,497
Closed -$482K – 740
2015
Q2 		$482K Buy
17,497
+272
+2% +$8.13K ﹤0.01% 548
2015
Q1 		$535K Buy
+17,225
New +$541K ﹤0.01% 363
2014
Q1 		– Sell
-17,648
Closed -$408K – 651
2013
Q4 		$408K Buy
17,648
+5,626
+47% +$127K ﹤0.01% 520
2013
Q3 		$265K Buy
+12,022
New +$264K ﹤0.01% 241

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

ALPS Advisors's NJR Position: Q2 2026 in Review

ALPS Advisors increased its New Jersey Resources (NJR) stake by 3% in Q2 2026, buying an estimated $109K and bringing the position to 66,213 shares worth $3.71M. The position accounts for 0.02% of the portfolio, ranked #357.

ALPS Advisors first reported a position in NJR in Q3 2013 and has held it in 20 quarters since. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • ALPS Advisors held 66,213 shares of New Jersey Resources worth $3.71M as of Q2 2026.
  • ALPS Advisors bought 1,949 New Jersey Resources shares in Q2 2026, an estimated $109K.
  • New Jersey Resources made up 0.02% of ALPS Advisors's portfolio in Q2 2026, its #357 holding.
  • ALPS Advisors first reported a position in New Jersey Resources in Q3 2013 and has held it in 20 quarters since.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.