Convergence Investment Partners’s New Jersey Resources NJR Stock Holding History

Convergence Investment 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	$3.17M	Buy	+56,576	New	+$3.17M	0.3%	117
2018 Q4	–	Sell	-12,643	Closed	-$583K	–	349
2018 Q3	$583K	Sell	12,643 -17,523	-58%	-$808K	0.12%	196
2018 Q2	$1.35M	Buy	+30,166	New	+$1.27M	0.19%	155
2015 Q2	–	Sell	-129,129	Closed	-$4.01M	–	392
2015 Q1	$4.01M	Buy	129,129 +38,857	+43%	+$1.22M	0.56%	40
2014 Q4	$2.76M	Buy	90,272 +46,452	+106%	+$1.32M	0.37%	91
2014 Q3	$1.11M	Sell	43,820 -96,916	-69%	-$2.55M	0.15%	205
2014 Q2	$4.02M	Buy	+140,736	New	+$3.66M	0.53%	41

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Convergence Investment Partners's NJR Position: Q2 2026 in Review

Convergence Investment Partners opened a new position in New Jersey Resources (NJR) in Q2 2026: 56,576 shares worth $3.17M. The stake represents 0.3% of the portfolio and ranks #117 among its holdings. This is a return to the name: Convergence Investment Partners previously reported a position in NJR as recently as Q3 2018.

Convergence Investment Partners first reported a position in NJR in Q2 2014 and has held it in 7 quarters since. The position peaked at $4.02M in Q2 2014. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Convergence Investment Partners held 56,576 shares of New Jersey Resources worth $3.17M as of Q2 2026.
New Jersey Resources was a new Convergence Investment Partners position in Q2 2026.
New Jersey Resources made up 0.3% of Convergence Investment Partners's portfolio in Q2 2026, its #117 holding.
Convergence Investment Partners first reported a position in New Jersey Resources in Q2 2014 and has held it in 7 quarters since.
Convergence Investment Partners's New Jersey Resources position peaked at $4.02M in Q2 2014.
459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.