Capstone Investment Advisors
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Capstone Investment Advisors’s New Jersey Resources NJR Stock Holding History

Capstone Investment Advisors’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 		$756K Buy
+13,757
New +$711K ﹤0.01% 965
2025
Q4 		– Sell
-8,812
Closed -$424K – 1910
2025
Q3 		$424K Buy
8,812
+3,921
+80% +$183K ﹤0.01% 1486
2025
Q2 		$219K Buy
+4,891
New +$229K ﹤0.01% 1503
2024
Q1 		– Sell
-6,722
Closed -$300K – 2480
2023
Q4 		$300K Buy
+6,722
New +$287K ﹤0.01% 1590
2017
Q3 		– Sell
-7,717
Closed -$306K – 678
2017
Q2 		$306K Buy
+7,717
New +$317K 0.01% 485

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $1.66T AUM 25.57% 1-Year Est. Return

Capstone Investment Advisors's NJR Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in New Jersey Resources (NJR) in Q1 2026: 13,757 shares worth $756K. The stake represents ﹤0.01% of the portfolio and ranks #965 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in NJR as recently as Q3 2025.

Capstone Investment Advisors first reported a position in NJR in Q2 2017 and has held it in 5 quarters since. 438 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Capstone Investment Advisors held 13,757 shares of New Jersey Resources worth $756K as of Q1 2026.
  • New Jersey Resources was a new Capstone Investment Advisors position in Q1 2026.
  • New Jersey Resources made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #965 holding.
  • Capstone Investment Advisors first reported a position in New Jersey Resources in Q2 2017 and has held it in 5 quarters since.
  • 438 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.