Capital Fund Management (CFM)
NJR icon

Capital Fund Management (CFM)’s New Jersey Resources NJR Stock Holding History

Capital Fund Management (CFM)’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 		$6.58M Sell
117,503
-28,163
-19% -$1.58M 0.03% 785
2026
Q1 		$8M Buy
145,666
+30,500
+26% +$1.58M 0.04% 655
2025
Q4 		$5.31M Buy
115,166
+11,686
+11% +$540K 0.01% 1168
2025
Q3 		$4.98M Buy
103,480
+38,876
+60% +$1.81M 0.01% 1257
2025
Q2 		$2.9M Buy
64,604
+23,319
+56% +$1.09M 0.01% 1474
2025
Q1 		$2.03M Buy
+41,285
New +$1.96M 0.01% 1414
2024
Q2 		– Sell
-49,232
Closed -$2.11M – 2084
2024
Q1 		$2.11M Buy
49,232
+18,015
+58% +$760K 0.01% 1413
2023
Q4 		$1.39M Buy
+31,217
New +$1.33M ﹤0.01% 1703
2019
Q4 		– Sell
-7,600
Closed -$344K – 1967
2019
Q3 		$344K Buy
+7,600
New +$356K ﹤0.01% 1374
2014
Q3 		– Sell
-26,600
Closed -$760K – 1716
2014
Q2 		$760K Buy
+26,600
New +$692K 0.01% 1069

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

Capital Fund Management (CFM)'s NJR Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its New Jersey Resources (NJR) stake by 19% in Q2 2026, selling an estimated $1.58M and leaving 117,503 shares worth $6.58M. The position accounts for 0.03% of the portfolio, ranked #785.

Capital Fund Management (CFM) first reported a position in NJR in Q2 2014 and has held it in 10 quarters since. The position peaked at $8M in Q1 2026. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Capital Fund Management (CFM) held 117,503 shares of New Jersey Resources worth $6.58M as of Q2 2026.
  • Capital Fund Management (CFM) sold 28,163 New Jersey Resources shares in Q2 2026, an estimated $1.58M.
  • New Jersey Resources made up 0.03% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #785 holding.
  • Capital Fund Management (CFM) first reported a position in New Jersey Resources in Q2 2014 and has held it in 10 quarters since.
  • Capital Fund Management (CFM)'s New Jersey Resources position peaked at $8M in Q1 2026.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.