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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
Q2 		$466K Buy
8,318
+1,202
+17% +$67.3K ﹤0.01% 1498
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 $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 $3.38T AUM 44.17% 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

Brinker Capital Investments's NJR Position: Q2 2026 in Review

Brinker Capital Investments increased its New Jersey Resources (NJR) stake by 17% in Q2 2026, buying an estimated $67.3K and bringing the position to 8,318 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Brinker Capital Investments first reported a position in NJR in Q3 2022 and has held it in 9 quarters since. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Brinker Capital Investments held 8,318 shares of New Jersey Resources worth $466K as of Q2 2026.
  • Brinker Capital Investments bought 1,202 New Jersey Resources shares in Q2 2026, an estimated $67.3K.
  • New Jersey Resources made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1498 holding.
  • Brinker Capital Investments first reported a position in New Jersey Resources in Q3 2022 and has held it in 9 quarters since.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.