Chartist Inc’s New Jersey Resources NJR Stock Holding History

Chartist Inc’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	$466K	Hold	8,480	–	–	0.33%	12
2025 Q4	$391K	Hold	8,480	–	–	0.27%	14
2025 Q3	$408K	Buy	+8,480	New	+$395K	0.28%	14
2024 Q4	$396K	Hold	8,480	–	–	0.21%	20
2024 Q3	$400K	Hold	8,480	–	–	0.21%	19
2024 Q2	$362K	Hold	8,480	–	–	0.19%	22
2024 Q1	$364K	Hold	8,480	–	–	0.19%	19
2023 Q4	$378K	Hold	8,480	–	–	0.21%	18
2023 Q3	$345K	Hold	8,480	–	–	0.2%	18
2023 Q2	$400K	Buy	+8,480	New	+$427K	0.21%	17
2019 Q4	–	Sell	-18,875	Closed	-$854K	–	29
2019 Q3	$854K	Buy	+18,875	New	+$885K	0.55%	10
2019 Q2	–	Sell	-19,642	Closed	-$978K	–	33
2019 Q1	$978K	Buy	+19,642	New	+$935K	0.82%	6
2018 Q1	–	Sell	-19,889	Closed	-$800K	–	36
2017 Q4	$800K	Buy	+19,889	New	+$854K	0.35%	15

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Chartist Inc's NJR Position: Q1 2026 in Review

Chartist Inc held its New Jersey Resources (NJR) position steady in Q1 2026 at 8,480 shares worth $466K. The position accounts for 0.33% of the portfolio, ranked #12.

Chartist Inc first reported a position in NJR in Q4 2017 and has held it in 13 quarters since. The position peaked at $978K in Q1 2019. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Chartist Inc held 8,480 shares of New Jersey Resources worth $466K as of Q1 2026.
Chartist Inc left its New Jersey Resources share count unchanged in Q1 2026.
New Jersey Resources made up 0.33% of Chartist Inc's portfolio in Q1 2026, its #12 holding.
Chartist Inc first reported a position in New Jersey Resources in Q4 2017 and has held it in 13 quarters since.
Chartist Inc's New Jersey Resources position peaked at $978K in Q1 2019.
437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Chartist Inc's 13F filing for Q1 2026, filed 14 May 2026.