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CVA Family Office’s New Jersey Resources NJR Stock Holding History

CVA Family Office’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 		$8.69K Buy
155
+18
+13% +$1.01K ﹤0.01% 1061
2026
Q1 		$7.52K Buy
+137
New +$7.08K ﹤0.01% 1092

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

CVA Family Office's NJR Position: Q2 2026 in Review

CVA Family Office increased its New Jersey Resources (NJR) stake by 13% in Q2 2026, buying an estimated $1.01K and bringing the position to 155 shares worth $8.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

CVA Family Office first reported a position in NJR in Q1 2026 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • CVA Family Office held 155 shares of New Jersey Resources worth $8.69K as of Q2 2026.
  • CVA Family Office bought 18 New Jersey Resources shares in Q2 2026, an estimated $1.01K.
  • New Jersey Resources made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1061 holding.
  • CVA Family Office first reported a position in New Jersey Resources in Q1 2026 and has held it in 2 quarters since.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.