Confluence Investment Management’s New Jersey Resources NJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$21.7M Sell
387,609
-29,349
-7% -$1.64M 0.34% 78
2026
Q1
$22.9M Sell
416,958
-21,727
-5% -$1.12M 0.36% 75
2025
Q4
$20.2M Buy
438,685
+15,650
+4% +$723K 0.3% 78
2025
Q3
$20.4M Sell
423,035
-8,872
-2% -$413K 0.29% 79
2025
Q2
$19.4M Sell
431,907
-8,796
-2% -$412K 0.27% 85
2025
Q1
$21.6M Sell
440,703
-13,449
-3% -$638K 0.31% 81
2024
Q4
$21.2M Sell
454,152
-4,381
-1% -$208K 0.29% 82
2024
Q3
$21.6M Buy
458,533
+50
+0% +$2.28K 0.29% 80
2024
Q2
$19.6M Buy
458,483
+7,836
+2% +$338K 0.28% 84
2024
Q1
$19.3M Buy
450,647
+2,878
+0.6% +$121K 0.26% 91
2023
Q4
$20M Sell
447,769
-1,209
-0.3% -$51.5K 0.28% 87
2023
Q3
$18.2M Buy
448,978
+2,277
+0.5% +$99.7K 0.28% 83
2023
Q2
$21.1M Buy
446,701
+3,997
+0.9% +$201K 0.31% 77
2023
Q1
$23.6M Buy
442,704
+3,664
+0.8% +$187K 0.35% 67
2022
Q4
$21.8M Buy
439,040
+4,502
+1% +$206K 0.33% 67
2022
Q3
$16.8M Buy
434,538
+5,462
+1% +$244K 0.28% 78
2022
Q2
$19.1M Buy
429,076
+3,996
+0.9% +$180K 0.3% 73
2022
Q1
$19.5M Buy
425,080
+18,942
+5% +$789K 0.27% 82
2021
Q4
$16.7M Sell
406,138
-100,333
-20% -$3.88M 0.22% 94
2021
Q3
$17.6M Sell
506,471
-98,275
-16% -$3.72M 0.25% 96
2021
Q2
$23.9M Buy
604,746
+44,069
+8% +$1.86M 0.32% 90
2021
Q1
$22.4M Buy
560,677
+16,965
+3% +$647K 0.31% 89
2020
Q4
$19.3M Buy
543,712
+1,650
+0.3% +$53.7K 0.29% 93
2020
Q3
$14.6M Buy
542,062
+8,765
+2% +$267K 0.24% 98
2020
Q2
$17.4M Buy
533,297
+14,998
+3% +$497K 0.29% 87
2020
Q1
$17.6M Buy
518,299
+62,537
+14% +$2.44M 0.33% 80
2019
Q4
$22.7M Sell
455,762
-22,873
-5% -$988K 0.36% 71
2019
Q3
$21.6M Buy
478,635
+22,873
+5% +$1.07M 0.34% 83
2019
Q2
$22.7M Buy
455,762
+9,921
+2% +$489K 0.36% 71
2019
Q1
$22.2M Buy
445,841
+13,142
+3% +$626K 0.38% 65
2018
Q4
$19.8M Buy
432,699
+10,271
+2% +$484K 0.37% 67
2018
Q3
$19.5M Buy
422,428
+13,016
+3% +$600K 0.33% 71
2018
Q2
$18.3M Buy
409,412
+12,538
+3% +$530K 0.32% 68
2018
Q1
$15.9M Buy
396,874
+12,122
+3% +$472K 0.29% 77
2017
Q4
$15.5M Buy
384,752
+900
+0.2% +$38.7K 0.28% 79
2017
Q3
$16.2M Buy
383,852
+9,774
+3% +$413K 0.31% 72
2017
Q2
$14.9M Buy
374,078
+7,891
+2% +$324K 0.3% 71
2017
Q1
$14.5M Buy
366,187
+21,875
+6% +$825K 0.32% 66
2016
Q4
$12.2M Buy
344,312
+25,377
+8% +$862K 0.3% 76
2016
Q3
$10.5M Buy
318,935
+17,317
+6% +$613K 0.27% 86
2016
Q2
$11.6M Buy
301,618
+16,583
+6% +$598K 0.32% 71
2016
Q1
$10.4M Buy
285,035
+6,943
+2% +$241K 0.31% 69
2015
Q4
$9.17M Buy
278,092
+18,281
+7% +$560K 0.3% 79
2015
Q3
$7.8M Buy
259,811
+2,119
+0.8% +$60.2K 0.28% 76
2015
Q2
$7.1M Buy
257,692
+7,551
+3% +$226K 0.26% 98
2015
Q1
$7.77M Buy
250,141
+14,219
+6% +$446K 0.29% 82
2014
Q4
$7.22M Buy
235,922
+13,634
+6% +$388K 0.29% 80
2014
Q3
$5.61M Buy
222,288
+21,218
+11% +$558K 0.25% 102
2014
Q2
$5.75M Buy
201,070
+14,914
+8% +$388K 0.26% 89
2014
Q1
$4.63M Buy
186,156
+24,976
+15% +$573K 0.23% 110
2013
Q4
$3.73M Buy
161,180
+34,780
+28% +$783K 0.21% 119
2013
Q3
$2.78M Buy
126,400
+20,310
+19% +$445K 0.17% 134
2013
Q2
$2.2M Buy
+106,090
New +$2.4M 0.15% 141

Other funds holding NJR

Confluence Investment Management's NJR Position: Q2 2026 in Review

Confluence Investment Management reduced its New Jersey Resources (NJR) stake by 7% in Q2 2026, selling an estimated $1.64M and leaving 387,609 shares worth $21.7M. The position accounts for 0.34% of the portfolio, ranked #78.

Confluence Investment Management first reported a position in NJR in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.9M in Q2 2021. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Confluence Investment Management held 387,609 shares of New Jersey Resources worth $21.7M as of Q2 2026.
  • Confluence Investment Management sold 29,349 New Jersey Resources shares in Q2 2026, an estimated $1.64M.
  • New Jersey Resources made up 0.34% of Confluence Investment Management's portfolio in Q2 2026, its #78 holding.
  • Confluence Investment Management first reported a position in New Jersey Resources in Q2 2013 and has held it in 53 quarters since.
  • Confluence Investment Management's New Jersey Resources position peaked at $23.9M in Q2 2021.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.