Douglass Winthrop Advisors’s New Jersey Resources NJR Stock Holding History

Douglass Winthrop Advisors’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	$504K	Hold	9,000	–	–	0.01%	221
2026 Q1	$494K	Hold	9,000	–	–	0.01%	209
2025 Q4	$415K	Hold	9,000	–	–	0.01%	234
2025 Q3	$433K	Hold	9,000	–	–	0.01%	223
2025 Q2	$403K	Hold	9,000	–	–	0.01%	209
2025 Q1	$442K	Hold	9,000	–	–	0.01%	202
2024 Q4	$420K	Hold	9,000	–	–	0.01%	218
2024 Q3	$425K	Hold	9,000	–	–	0.01%	214
2024 Q2	$385K	Hold	9,000	–	–	0.01%	216
2024 Q1	$386K	Hold	9,000	–	–	0.01%	211
2023 Q4	$401K	Hold	9,000	–	–	0.01%	192
2023 Q3	$366K	Hold	9,000	–	–	0.01%	185
2023 Q2	$425K	Hold	9,000	–	–	0.01%	179
2023 Q1	$479K	Hold	9,000	–	–	0.01%	176
2022 Q4	$447K	Hold	9,000	–	–	0.01%	186
2022 Q3	$348K	Hold	9,000	–	–	0.01%	191
2022 Q2	$401K	Hold	9,000	–	–	0.01%	194
2022 Q1	$413K	Hold	9,000	–	–	0.01%	202
2021 Q4	$370K	Hold	9,000	–	–	0.01%	222
2021 Q3	$313K	Hold	9,000	–	–	0.01%	232
2021 Q2	$356K	Hold	9,000	–	–	0.01%	228
2021 Q1	$359K	Hold	9,000	–	–	0.01%	218
2020 Q4	$320K	Hold	9,000	–	–	0.01%	221
2020 Q3	$243K	Hold	9,000	–	–	0.01%	235
2020 Q2	$294K	Buy	+9,000	New	+$298K	0.01%	213

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Douglass Winthrop Advisors's NJR Position: Q2 2026 in Review

Douglass Winthrop Advisors held its New Jersey Resources (NJR) position steady in Q2 2026 at 9,000 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #221.

Douglass Winthrop Advisors first reported a position in NJR in Q2 2020 and has held it in 25 quarters since. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Douglass Winthrop Advisors held 9,000 shares of New Jersey Resources worth $504K as of Q2 2026.
Douglass Winthrop Advisors left its New Jersey Resources share count unchanged in Q2 2026.
New Jersey Resources made up 0.01% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #221 holding.
Douglass Winthrop Advisors first reported a position in New Jersey Resources in Q2 2020 and has held it in 25 quarters since.
458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.