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Bayforest Capital’s New Jersey Resources NJR Stock Holding History

Bayforest Capital’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 		$215K Buy
+3,830
New +$214K 0.2% 155
2025
Q3 		– Sell
-14,393
Closed -$645K – 858
2025
Q2 		$645K Buy
+14,393
New +$675K 0.28% 105

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

Bayforest Capital's NJR Position: Q2 2026 in Review

Bayforest Capital opened a new position in New Jersey Resources (NJR) in Q2 2026: 3,830 shares worth $215K. The stake represents 0.2% of the portfolio and ranks #155 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in NJR as recently as Q2 2025.

Bayforest Capital first reported a position in NJR in Q2 2025 and has held it in 2 quarters since. The position peaked at $645K in Q2 2025. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Bayforest Capital held 3,830 shares of New Jersey Resources worth $215K as of Q2 2026.
  • New Jersey Resources was a new Bayforest Capital position in Q2 2026.
  • New Jersey Resources made up 0.2% of Bayforest Capital's portfolio in Q2 2026, its #155 holding.
  • Bayforest Capital first reported a position in New Jersey Resources in Q2 2025 and has held it in 2 quarters since.
  • Bayforest Capital's New Jersey Resources position peaked at $645K in Q2 2025.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.