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Bailard’s New Jersey Resources NJR Stock Holding History

Bailard’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 		$368K Sell
6,700
-1,500
-18% -$77.5K 0.01% 543
2025
Q4 		$378K Buy
+8,200
New +$379K 0.01% 527

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

Bailard's NJR Position: Q1 2026 in Review

Bailard reduced its New Jersey Resources (NJR) stake by 18% in Q1 2026, selling an estimated $77.5K and leaving 6,700 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #543.

Bailard first reported a position in NJR in Q4 2025 and has held it in 2 quarters since. The position peaked at $378K in Q4 2025. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Bailard held 6,700 shares of New Jersey Resources worth $368K as of Q1 2026.
  • Bailard sold 1,500 New Jersey Resources shares in Q1 2026, an estimated $77.5K.
  • New Jersey Resources made up 0.01% of Bailard's portfolio in Q1 2026, its #543 holding.
  • Bailard first reported a position in New Jersey Resources in Q4 2025 and has held it in 2 quarters since.
  • Bailard's New Jersey Resources position peaked at $378K in Q4 2025.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.