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
Q1 		$3.18M Sell
57,955
-65,677
-53% -$3.39M ﹤0.01% 1024
2025
Q4 		$5.7M Buy
123,632
+61,950
+100% +$2.86M ﹤0.01% 991
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 $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

Corient Private Wealth's NJR Position: Q1 2026 in Review

Corient Private Wealth reduced its New Jersey Resources (NJR) stake by 53% in Q1 2026, selling an estimated $3.39M and leaving 57,955 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Corient Private Wealth first reported a position in NJR in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.7M in Q4 2025. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Corient Private Wealth held 57,955 shares of New Jersey Resources worth $3.18M as of Q1 2026.
  • Corient Private Wealth sold 65,677 New Jersey Resources shares in Q1 2026, an estimated $3.39M.
  • New Jersey Resources made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1024 holding.
  • Corient Private Wealth first reported a position in New Jersey Resources in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's New Jersey Resources position peaked at $5.7M in Q4 2025.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.