Bridgeway Capital Management’s New Jersey Resources NJR Stock Holding History

Bridgeway Capital Management’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	$1.26M	Sell	23,000 -8,100	-26%	-$419K	0.03%	654
2025 Q4	$1.43M	Sell	31,100 -11,900	-28%	-$550K	0.03%	628
2025 Q3	$2.07M	Buy	+43,000	New	+$2M	0.04%	541
2019 Q1	–	Sell	-38,600	Closed	-$1.76M	–	1380
2018 Q4	$1.76M	Buy	+38,600	New	+$1.82M	0.02%	545
2015 Q2	–	Sell	-96,700	Closed	-$3M	–	1520
2015 Q1	$3M	Hold	96,700	–	–	0.06%	376
2014 Q4	$2.96M	Buy	96,700 +900	+0.9%	+$25.6K	0.07%	370
2014 Q3	$2.42M	Sell	95,800 -1,300	-1%	-$34.2K	0.06%	416
2014 Q2	$2.77M	Buy	+97,100	New	+$2.52M	0.07%	400

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

Bridgeway Capital Management's NJR Position: Q1 2026 in Review

Bridgeway Capital Management reduced its New Jersey Resources (NJR) stake by 26% in Q1 2026, selling an estimated $419K and leaving 23,000 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #654.

Bridgeway Capital Management first reported a position in NJR in Q2 2014 and has held it in 8 quarters since. The position peaked at $3M in Q1 2015. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Bridgeway Capital Management held 23,000 shares of New Jersey Resources worth $1.26M as of Q1 2026.
Bridgeway Capital Management sold 8,100 New Jersey Resources shares in Q1 2026, an estimated $419K.
New Jersey Resources made up 0.03% of Bridgeway Capital Management's portfolio in Q1 2026, its #654 holding.
Bridgeway Capital Management first reported a position in New Jersey Resources in Q2 2014 and has held it in 8 quarters since.
Bridgeway Capital Management's New Jersey Resources position peaked at $3M in Q1 2015.
437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Bridgeway Capital Management's 13F filing for Q1 2026, filed 15 May 2026.