Cerity Partners
NJR icon

Cerity Partners’s New Jersey Resources NJR Stock Holding History

Cerity Partners’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 		$5.19M Buy
92,558
+24,118
+35% +$1.35M 0.01% 1089
2026
Q1 		$3.76M Buy
68,440
+46,087
+206% +$2.38M 0.01% 1152
2025
Q4 		$1.03M Sell
22,353
-1,085
-5% -$50.1K ﹤0.01% 1702
2025
Q3 		$1.13M Buy
+23,438
New +$1.09M ﹤0.01% 1543
2025
Q1 		– Sell
-7,566
Closed -$354K – 2571
2024
Q4 		$354K Buy
7,566
+1,655
+28% +$78.5K ﹤0.01% 1949
2024
Q3 		$279K Buy
+5,911
New +$270K ﹤0.01% 2107

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

Cerity Partners's NJR Position: Q2 2026 in Review

Cerity Partners increased its New Jersey Resources (NJR) stake by 35% in Q2 2026, buying an estimated $1.35M and bringing the position to 92,558 shares worth $5.19M. The position accounts for 0.01% of the portfolio, ranked #1089.

Cerity Partners first reported a position in NJR in Q3 2024 and has held it in 6 quarters since. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Cerity Partners held 92,558 shares of New Jersey Resources worth $5.19M as of Q2 2026.
  • Cerity Partners bought 24,118 New Jersey Resources shares in Q2 2026, an estimated $1.35M.
  • New Jersey Resources made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1089 holding.
  • Cerity Partners first reported a position in New Jersey Resources in Q3 2024 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 Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.