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Brinker Capital Investments’s New Jersey Resources NJR Stock Holding History

Brinker Capital Investments’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 		$391K Sell
7,116
-498
-7% -$25.7K ﹤0.01% 1554
2025
Q4 		$351K Buy
7,614
+600
+9% +$27.7K ﹤0.01% 1732
2025
Q3 		$338K Buy
7,014
+148
+2% +$6.9K ﹤0.01% 1712
2025
Q2 		$308K Buy
6,866
+2,315
+51% +$109K ﹤0.01% 1690
2025
Q1 		$223K Buy
+4,551
New +$216K ﹤0.01% 1758
2023
Q2 		– Sell
-5,336
Closed -$284K – 1661
2023
Q1 		$284K Sell
5,336
-58
-1% -$2.96K ﹤0.01% 1368
2022
Q4 		$268K Sell
5,394
-3,243
-38% -$148K 0.01% 1190
2022
Q3 		$334K Buy
+8,637
New +$385K 0.01% 1080

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

Brinker Capital Investments's NJR Position: Q1 2026 in Review

Brinker Capital Investments reduced its New Jersey Resources (NJR) stake by 6.5% in Q1 2026, selling an estimated $25.7K and leaving 7,116 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Brinker Capital Investments first reported a position in NJR in Q3 2022 and has held it in 8 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Brinker Capital Investments held 7,116 shares of New Jersey Resources worth $391K as of Q1 2026.
  • Brinker Capital Investments sold 498 New Jersey Resources shares in Q1 2026, an estimated $25.7K.
  • New Jersey Resources made up ﹤0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1554 holding.
  • Brinker Capital Investments first reported a position in New Jersey Resources in Q3 2022 and has held it in 8 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.