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Aventail Capital Group’s New Jersey Resources NJR Stock Holding History

Aventail Capital Group’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 		– Sell
-92,234
Closed -$5.07M – 189
2026
Q1 		$5.07M Buy
92,234
+30,420
+49% +$1.57M 0.24% 117
2025
Q4 		$2.85M Sell
61,814
-41,642
-40% -$1.92M 0.16% 104
2025
Q3 		$4.98M Hold
103,456
– – 0.23% 94
2025
Q2 		$4.64M Sell
103,456
-97,133
-48% -$4.55M 0.2% 83
2025
Q1 		$9.84M Buy
200,589
+589
+0.3% +$27.9K 0.48% 53
2024
Q4 		$9.33M Sell
200,000
-213,051
-52% -$10.1M 0.48% 55
2024
Q3 		$19.5M Buy
413,051
+66,739
+19% +$3.05M 1.15% 32
2024
Q2 		$14.8M Buy
+346,312
New +$14.9M 1.03% 31

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

Aventail Capital Group's NJR Position: Q2 2026 in Review

Aventail Capital Group sold out of New Jersey Resources (NJR) in Q2 2026, closing a stake of 92,234 shares — an estimated $5.07M sold.

Aventail Capital Group first reported a position in NJR in Q2 2024 and held it in 8 quarters. The position peaked at $19.5M in Q3 2024. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Aventail Capital Group reported no remaining New Jersey Resources position as of Q2 2026 after selling out during the quarter.
  • Aventail Capital Group sold 92,234 New Jersey Resources shares in Q2 2026, an estimated $5.07M.
  • Aventail Capital Group first reported a position in New Jersey Resources in Q2 2024 and held it in 8 quarters.
  • Aventail Capital Group's New Jersey Resources position peaked at $19.5M in Q3 2024.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Aventail Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.