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Cornerstone Planning Group’s New Jersey Resources NJR Stock Holding History

Cornerstone Planning Group’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 		$952 Buy
17
+9
+113% +$465 ﹤0.01% 1482
2025
Q4 		$390 Sell
8
-437
-98% -$20.2K ﹤0.01% 1562
2025
Q3 		$25.3K Buy
445
+437
+5,463% +$20.4K ﹤0.01% 507
2025
Q2 		$373 Buy
+8
New +$375 ﹤0.01% 1380

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

Cornerstone Planning Group's NJR Position: Q1 2026 in Review

Cornerstone Planning Group increased its New Jersey Resources (NJR) stake by 113% in Q1 2026, buying an estimated $465 and bringing the position to 17 shares worth $952. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Cornerstone Planning Group first reported a position in NJR in Q2 2025 and has held it in 4 quarters since. The position peaked at $25.3K in Q3 2025. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Cornerstone Planning Group held 17 shares of New Jersey Resources worth $952 as of Q1 2026.
  • Cornerstone Planning Group bought 9 New Jersey Resources shares in Q1 2026, an estimated $465.
  • New Jersey Resources made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1482 holding.
  • Cornerstone Planning Group first reported a position in New Jersey Resources in Q2 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's New Jersey Resources position peaked at $25.3K in Q3 2025.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.