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Bleakley Financial Group’s New Jersey Resources NJR Stock Holding History

Bleakley Financial 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 		$561K Buy
+10,019
New +$561K 0.01% 768
2025
Q1 		– Sell
-5,517
Closed -$257K – 819
2024
Q4 		$257K Buy
5,517
+18
+0.3% +$853 0.01% 851
2024
Q3 		$260K Sell
5,499
-187
-3% -$8.54K 0.01% 839
2024
Q2 		$243K Sell
5,686
-47
-0.8% -$2.03K 0.01% 822
2024
Q1 		$246K Sell
5,733
-2,242
-28% -$94.5K 0.01% 822
2023
Q4 		$356K Sell
7,975
-52
-0.6% -$2.22K 0.01% 687
2023
Q3 		$326K Sell
8,027
-308
-4% -$13.5K 0.01% 662
2023
Q2 		$393K Sell
8,335
-169
-2% -$8.52K 0.01% 653
2023
Q1 		$452K Buy
8,504
+23
+0.3% +$1.17K 0.02% 593
2022
Q4 		$421K Buy
+8,481
New +$387K 0.02% 594

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

Bleakley Financial Group's NJR Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in New Jersey Resources (NJR) in Q2 2026: 10,019 shares worth $561K. The stake represents 0.01% of the portfolio and ranks #768 among its holdings. This is a return to the name: Bleakley Financial Group previously reported a position in NJR as recently as Q4 2024.

Bleakley Financial Group first reported a position in NJR in Q4 2022 and has held it in 10 quarters since. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Bleakley Financial Group held 10,019 shares of New Jersey Resources worth $561K as of Q2 2026.
  • New Jersey Resources was a new Bleakley Financial Group position in Q2 2026.
  • New Jersey Resources made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #768 holding.
  • Bleakley Financial Group first reported a position in New Jersey Resources in Q4 2022 and has held it in 10 quarters since.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.