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Castellan Group’s New Jersey Resources NJR Stock Holding History

Castellan Group’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 		$4.85M Buy
88,321
+8,478
+11% +$438K 0.67% 9
2025
Q4 		$3.68M Buy
79,843
+3,851
+5% +$178K 0.46% 30
2025
Q3 		$3.66M Buy
+75,992
New +$3.54M 0.53% 10

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Castellan Group's NJR Position: Q1 2026 in Review

Castellan Group increased its New Jersey Resources (NJR) stake by 11% in Q1 2026, buying an estimated $438K and bringing the position to 88,321 shares worth $4.85M. The position accounts for 0.67% of the portfolio, ranked #9.

Castellan Group first reported a position in NJR in Q3 2025 and has held it in 3 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Castellan Group held 88,321 shares of New Jersey Resources worth $4.85M as of Q1 2026.
  • Castellan Group bought 8,478 New Jersey Resources shares in Q1 2026, an estimated $438K.
  • New Jersey Resources made up 0.67% of Castellan Group's portfolio in Q1 2026, its #9 holding.
  • Castellan Group first reported a position in New Jersey Resources in Q3 2025 and has held it in 3 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Castellan Group's 13F filing for Q1 2026, filed 23 Apr 2026.