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Byrne Asset Management’s New Jersey Resources NJR Stock Holding History

Byrne Asset 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
Q2 		$11.2K Hold
200
– – 0.01% 422
2026
Q1 		$11K Sell
200
-125
-38% -$6.46K 0.01% 418
2025
Q4 		$15K Hold
325
– – 0.01% 381
2025
Q3 		$15.6K Hold
325
– – 0.01% 363
2025
Q2 		$14.6K Hold
325
– – 0.01% 368
2025
Q1 		$15.9K Hold
325
– – 0.01% 366
2024
Q4 		$15.2K Hold
325
– – 0.01% 333
2024
Q3 		$15.3K Hold
325
– – 0.01% 340
2024
Q2 		$13.8K Hold
325
– – 0.01% 332
2024
Q1 		$13.9K Hold
325
– – 0.01% 332
2023
Q4 		$14.5K Sell
325
-125
-28% -$5.33K 0.01% 325
2023
Q3 		$18K Hold
450
– – 0.01% 283
2023
Q2 		$21K Hold
450
– – 0.01% 319
2023
Q1 		$24K Hold
450
– – 0.02% 295
2022
Q4 		$22.3K Hold
450
– – 0.02% 310
2022
Q3 		$17K Hold
450
– – 0.01% 314
2022
Q2 		$20K Hold
450
– – 0.01% 277
2022
Q1 		$21K Hold
450
– – 0.01% 305
2021
Q4 		$18K Buy
+450
New +$17.4K 0.01% 305

Other funds holding NJR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Byrne Asset Management's NJR Position: Q2 2026 in Review

Byrne Asset Management held its New Jersey Resources (NJR) position steady in Q2 2026 at 200 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #422.

Byrne Asset Management first reported a position in NJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $24K in Q1 2023. 46 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Byrne Asset Management held 200 shares of New Jersey Resources worth $11.2K as of Q2 2026.
  • Byrne Asset Management left its New Jersey Resources share count unchanged in Q2 2026.
  • New Jersey Resources made up 0.01% of Byrne Asset Management's portfolio in Q2 2026, its #422 holding.
  • Byrne Asset Management first reported a position in New Jersey Resources in Q4 2021 and has held it in 19 quarters since.
  • Byrne Asset Management's New Jersey Resources position peaked at $24K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.