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Covestor’s New Jersey Resources NJR Stock Holding History

Covestor’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 		$22K Buy
385
+237
+160% +$13.3K 0.01% 1144
2026
Q1 		$8K Sell
148
-96
-39% -$4.96K 0.01% 1584
2025
Q4 		$11K Sell
244
-2,692
-92% -$124K 0.01% 1533
2025
Q3 		$141K Buy
2,936
+2,694
+1,113% +$126K 0.08% 369
2025
Q2 		$11K Buy
242
+7
+3% +$328 0.01% 1538
2025
Q1 		$12K Buy
235
+1
+0.4% +$47 0.01% 1407
2024
Q4 		$11K Hold
234
– – 0.01% 1494
2024
Q3 		$11K Sell
234
-229
-49% -$10.5K 0.01% 1504
2024
Q2 		$20K Buy
463
+230
+99% +$9.92K 0.01% 1202
2024
Q1 		$10K Sell
233
-8
-3% -$337 0.01% 1595
2023
Q4 		$11K Buy
241
+1
+0.4% +$43 0.01% 1499
2023
Q3 		$10K Sell
240
-4
-2% -$175 0.01% 1438
2023
Q2 		$12K Sell
244
-2
-0.8% -$101 0.01% 1360
2023
Q1 		$13K Sell
246
-1
-0.4% -$51 0.01% 1192
2022
Q4 		$12K Sell
247
-2
-0.8% -$91 0.01% 1247
2022
Q3 		$10K Sell
249
-1,394
-85% -$62.2K 0.01% 1268
2022
Q2 		$73K Buy
1,643
+1,626
+9,565% +$73K 0.06% 580
2022
Q1 		$1K Sell
17
-1,226
-99% -$51K ﹤0.01% 1897
2021
Q4 		$51K Buy
+1,243
New +$48.1K 0.07% 528

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

Covestor's NJR Position: Q2 2026 in Review

Covestor increased its New Jersey Resources (NJR) stake by 160% in Q2 2026, buying an estimated $13.3K and bringing the position to 385 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #1144.

Covestor first reported a position in NJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $141K in Q3 2025. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Covestor held 385 shares of New Jersey Resources worth $22K as of Q2 2026.
  • Covestor bought 237 New Jersey Resources shares in Q2 2026, an estimated $13.3K.
  • New Jersey Resources made up 0.01% of Covestor's portfolio in Q2 2026, its #1144 holding.
  • Covestor first reported a position in New Jersey Resources in Q4 2021 and has held it in 19 quarters since.
  • Covestor's New Jersey Resources position peaked at $141K in Q3 2025.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.