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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Fund Management (CFM)'s NJR Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its New Jersey Resources (NJR) stake by 26% in Q1 2026, buying an estimated $1.58M and bringing the position to 145,666 shares worth $8M. The position accounts for 0.04% of the portfolio, ranked #655.

Capital Fund Management (CFM) first reported a position in NJR in Q2 2014 and has held it in 9 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Capital Fund Management (CFM) held 145,666 shares of New Jersey Resources worth $8M as of Q1 2026.
Capital Fund Management (CFM) bought 30,500 New Jersey Resources shares in Q1 2026, an estimated $1.58M.
New Jersey Resources made up 0.04% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #655 holding.
Capital Fund Management (CFM) first reported a position in New Jersey Resources in Q2 2014 and has held it in 9 quarters since.
437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.