Cerity Partners
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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
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 $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

Cerity Partners's NJR Position: Q1 2026 in Review

Cerity Partners increased its New Jersey Resources (NJR) stake by 206% in Q1 2026, buying an estimated $2.38M and bringing the position to 68,440 shares worth $3.76M. The position accounts for 0.01% of the portfolio, ranked #1152.

Cerity Partners first reported a position in NJR in Q3 2024 and has held it in 5 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Cerity Partners held 68,440 shares of New Jersey Resources worth $3.76M as of Q1 2026.
  • Cerity Partners bought 46,087 New Jersey Resources shares in Q1 2026, an estimated $2.38M.
  • New Jersey Resources made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1152 holding.
  • Cerity Partners first reported a position in New Jersey Resources in Q3 2024 and has held it in 5 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.