AA
NJR icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors's NJR Position: Q1 2026 in Review

ALPS Advisors reduced its New Jersey Resources (NJR) stake by 4.6% in Q1 2026, selling an estimated $161K and leaving 64,264 shares worth $3.53M. The position accounts for 0.02% of the portfolio, ranked #308.

ALPS Advisors first reported a position in NJR in Q3 2013 and has held it in 19 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • ALPS Advisors held 64,264 shares of New Jersey Resources worth $3.53M as of Q1 2026.
  • ALPS Advisors sold 3,116 New Jersey Resources shares in Q1 2026, an estimated $161K.
  • New Jersey Resources made up 0.02% of ALPS Advisors's portfolio in Q1 2026, its #308 holding.
  • ALPS Advisors first reported a position in New Jersey Resources in Q3 2013 and has held it in 19 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.