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
Q2 		$852K Buy
15,195
+1,438
+10% +$80.5K ﹤0.01% 1013
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
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

Capstone Investment Advisors's NJR Position: Q2 2026 in Review

Capstone Investment Advisors increased its New Jersey Resources (NJR) stake by 10% in Q2 2026, buying an estimated $80.5K and bringing the position to 15,195 shares worth $852K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Capstone Investment Advisors first reported a position in NJR in Q2 2017 and has held it in 6 quarters since. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Capstone Investment Advisors held 15,195 shares of New Jersey Resources worth $852K as of Q2 2026.
  • Capstone Investment Advisors bought 1,438 New Jersey Resources shares in Q2 2026, an estimated $80.5K.
  • New Jersey Resources made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1013 holding.
  • Capstone Investment Advisors first reported a position in New Jersey Resources in Q2 2017 and has held it in 6 quarters since.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.