Ameritas Investment Partners’s New Jersey Resources NJR Stock Holding History

Ameritas Investment 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	$1.48M	Buy	27,020 +169	+0.6%	+$8.73K	0.05%	455
2025 Q4	$1.24M	Sell	26,851 -661	-2%	-$30.5K	0.04%	520
2025 Q3	$1.32M	Sell	27,512 -2,573	-9%	-$120K	0.04%	493
2025 Q2	$1.35M	Sell	30,085 -13,207	-31%	-$619K	0.04%	505
2025 Q1	$2.12M	Sell	43,292 -829	-2%	-$39.3K	0.07%	298
2024 Q4	$2.06M	Buy	44,121 +134	+0.3%	+$6.35K	0.07%	313
2024 Q3	$2.08M	Sell	43,987 -2,175	-5%	-$99.3K	0.07%	319
2024 Q2	$1.97M	Sell	46,162 -685	-1%	-$29.5K	0.07%	302
2024 Q1	$2.01M	Buy	46,847 +416	+0.9%	+$17.5K	0.07%	333
2023 Q4	$2.07M	Sell	46,431 -4,933	-10%	-$210K	0.08%	294
2023 Q3	$2.09M	Sell	51,364 -7,859	-13%	-$344K	0.08%	248
2023 Q2	$2.8M	Sell	59,223 -247	-0.4%	-$12.4K	0.11%	186
2023 Q1	$3.16M	Buy	59,470 +731	+1%	+$37.2K	0.13%	150
2022 Q4	$2.89M	Buy	58,739 +3,430	+6%	+$157K	0.12%	174
2022 Q3	$2.14M	Buy	55,309 +1,106	+2%	+$49.3K	0.1%	210
2022 Q2	$2.41M	Buy	54,203 +1,457	+3%	+$65.4K	0.1%	194
2022 Q1	$2.42M	Buy	52,746 +901	+2%	+$37.5K	0.09%	250
2021 Q4	$2.13M	Buy	51,845 +705	+1%	+$27.3K	0.07%	311
2021 Q3	$1.78M	Buy	51,140 +1,145	+2%	+$43.3K	0.06%	352
2021 Q2	$1.98M	Buy	49,995 +4,771	+11%	+$202K	0.07%	319
2021 Q1	$1.75M	Sell	45,224 -231	-0.5%	-$8.8K	0.07%	342
2020 Q4	$1.61M	Sell	45,455 -2,565	-5%	-$83.5K	0.07%	333
2020 Q3	$1.3M	Buy	48,020 +40	+0.1%	+$1.22K	0.06%	366
2020 Q2	$1.57M	Buy	47,980 +937	+2%	+$31K	0.07%	290
2020 Q1	$1.6M	Buy	47,043 +538	+1%	+$21K	0.09%	228
2019 Q4	$2.07M	Sell	46,505 -2,973	-6%	-$128K	0.09%	236
2019 Q3	$2.24M	Sell	49,478 -434	-0.9%	-$20.3K	0.1%	201
2019 Q2	$2.48M	Buy	49,912 +274	+0.6%	+$13.5K	0.11%	181
2019 Q1	$2.47M	Hold	49,638	–	–	0.12%	173
2018 Q4	$2.27M	Hold	49,638	–	–	0.12%	161
2018 Q3	$2.29M	Hold	49,638	–	–	0.11%	213
2018 Q2	$2.22M	Sell	49,638 -144	-0.3%	-$6.08K	0.11%	211
2018 Q1	$2M	Buy	49,782 +6,200	+14%	+$241K	0.1%	243
2017 Q4	$1.75M	Hold	43,582	–	–	0.08%	300
2017 Q3	$1.89M	Hold	43,582	–	–	0.09%	260
2017 Q2	$1.73M	Sell	43,582 -977	-2%	-$40.1K	0.08%	280
2017 Q1	$1.76M	Buy	44,559 +6,688	+18%	+$252K	0.09%	275
2016 Q4	$1.34M	Hold	37,871	–	–	0.07%	384
2016 Q3	$1.24M	Buy	37,871 +17,660	+87%	+$625K	0.07%	379
2016 Q2	$779K	Buy	20,211 +686	+4%	+$24.7K	0.05%	399
2016 Q1	$711K	Buy	19,525 +12,920	+196%	+$448K	0.05%	418
2015 Q4	$218K	Buy	+6,605	New	+$202K	0.01%	902
2015 Q2	–	Sell	-7,552	Closed	-$235K	–	1201
2015 Q1	$235K	Hold	7,552	–	–	0.02%	944
2014 Q4	$231K	Buy	+7,552	New	+$215K	0.02%	926
2014 Q3	–	Sell	-7,552	Closed	-$216K	–	1081
2014 Q2	$216K	Buy	+7,552	New	+$196K	0.02%	972

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

Ameritas Investment Partners's NJR Position: Q1 2026 in Review

Ameritas Investment Partners increased its New Jersey Resources (NJR) stake by 0.63% in Q1 2026, buying an estimated $8.73K and bringing the position to 27,020 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #455.

Ameritas Investment Partners first reported a position in NJR in Q2 2014 and has held it in 45 quarters since. The position peaked at $3.16M in Q1 2023. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Ameritas Investment Partners held 27,020 shares of New Jersey Resources worth $1.48M as of Q1 2026.
Ameritas Investment Partners bought 169 New Jersey Resources shares in Q1 2026, an estimated $8.73K.
New Jersey Resources made up 0.05% of Ameritas Investment Partners's portfolio in Q1 2026, its #455 holding.
Ameritas Investment Partners first reported a position in New Jersey Resources in Q2 2014 and has held it in 45 quarters since.
Ameritas Investment Partners's New Jersey Resources position peaked at $3.16M in Q1 2023.
437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.