Corient Private Wealth
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Corient Private Wealth’s New Jersey Resources NJR Stock Holding History

Corient Private Wealth’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 		$2.02M Sell
36,059
-21,896
-38% -$1.23M ﹤0.01% 1394
2026
Q1 		$3.18M Sell
57,955
-3,861
-6% -$200K ﹤0.01% 1024
2025
Q4 		$2.85M Buy
61,816
+134
+0.2% +$6.19K ﹤0.01% 984
2025
Q3 		$2.97M Buy
61,682
+278
+0.5% +$13K ﹤0.01% 905
2025
Q2 		$2.75M Sell
61,404
-571
-0.9% -$26.8K ﹤0.01% 906
2025
Q1 		$3.04M Buy
61,975
+1,195
+2% +$56.6K 0.01% 834
2024
Q4 		$2.84M Sell
60,780
-31,253
-34% -$1.48M ﹤0.01% 879
2024
Q3 		$4.34M Buy
92,033
+32,156
+54% +$1.47M 0.01% 792
2024
Q2 		$2.56M Sell
59,877
-3,927
-6% -$169K ﹤0.01% 923
2024
Q1 		$2.74M Buy
63,804
+1,932
+3% +$81.5K ﹤0.01% 887
2023
Q4 		$2.76M Buy
61,872
+9,404
+18% +$401K 0.01% 870
2023
Q3 		$2.13M Buy
52,468
+22,266
+74% +$975K ﹤0.01% 887
2023
Q2 		$1.43M Sell
30,202
-21,682
-42% -$1.09M ﹤0.01% 1023
2023
Q1 		$2.76M Buy
51,884
+32,927
+174% +$1.68M 0.01% 750
2022
Q4 		$941K Buy
+18,957
New +$866K ﹤0.01% 936

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 $3.37T AUM 44.26% 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

Corient Private Wealth's NJR Position: Q2 2026 in Review

Corient Private Wealth reduced its New Jersey Resources (NJR) stake by 38% in Q2 2026, selling an estimated $1.23M and leaving 36,059 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Corient Private Wealth first reported a position in NJR in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.34M in Q3 2024. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Corient Private Wealth held 36,059 shares of New Jersey Resources worth $2.02M as of Q2 2026.
  • Corient Private Wealth sold 21,896 New Jersey Resources shares in Q2 2026, an estimated $1.23M.
  • New Jersey Resources made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1394 holding.
  • Corient Private Wealth first reported a position in New Jersey Resources in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's New Jersey Resources position peaked at $4.34M in Q3 2024.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.