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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
Q2 		– Sell
-88,321
Closed -$4.85M – 45
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 $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 $3.37T AUM 44.26% 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

Castellan Group's NJR Position: Q2 2026 in Review

Castellan Group sold out of New Jersey Resources (NJR) in Q2 2026, closing a stake of 88,321 shares — an estimated $4.85M sold.

Castellan Group first reported a position in NJR in Q3 2025 and held it in 3 quarters. The position peaked at $4.85M in Q1 2026. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Castellan Group reported no remaining New Jersey Resources position as of Q2 2026 after selling out during the quarter.
  • Castellan Group sold 88,321 New Jersey Resources shares in Q2 2026, an estimated $4.85M.
  • Castellan Group first reported a position in New Jersey Resources in Q3 2025 and held it in 3 quarters.
  • Castellan Group's New Jersey Resources position peaked at $4.85M in Q1 2026.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Castellan Group's 13F filing for Q2 2026, filed 23 Jul 2026.