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Brown, Lisle/Cummings’s New Jersey Resources NJR Stock Holding History

Brown, Lisle/Cummings’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 		$43.2K Hold
786
– – 0.01% 378
2025
Q4 		$36.3K Hold
786
– – 0.01% 371
2025
Q3 		$37.8K Hold
786
– – 0.01% 368
2025
Q2 		$35.2K Hold
786
– – 0.01% 368
2025
Q1 		$38.6K Hold
786
– – 0.01% 353
2024
Q4 		$36.7K Hold
786
– – 0.01% 360
2024
Q3 		$37.1K Hold
786
– – 0.01% 341
2024
Q2 		$33.6K Hold
786
– – 0.01% 343
2024
Q1 		$33.7K Hold
786
– – 0.01% 328
2023
Q4 		$35K Buy
+786
New +$33.5K 0.01% 319

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown, Lisle/Cummings's NJR Position: Q1 2026 in Review

Brown, Lisle/Cummings held its New Jersey Resources (NJR) position steady in Q1 2026 at 786 shares worth $43.2K. The position accounts for 0.01% of the portfolio, ranked #378.

Brown, Lisle/Cummings first reported a position in NJR in Q4 2023 and has held it in 10 quarters since. 438 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Brown, Lisle/Cummings held 786 shares of New Jersey Resources worth $43.2K as of Q1 2026.
  • Brown, Lisle/Cummings left its New Jersey Resources share count unchanged in Q1 2026.
  • New Jersey Resources made up 0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #378 holding.
  • Brown, Lisle/Cummings first reported a position in New Jersey Resources in Q4 2023 and has held it in 10 quarters since.
  • 438 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.