DZ Bank’s New Jersey Resources NJR Stock Holding History

DZ Bank’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	$601K	Sell	10,733 -20,859	-66%	-$1.17M	﹤0.01%	805
2026 Q1	$1.74M	Hold	31,592	–	–	﹤0.01%	648
2025 Q4	$1.46M	Hold	31,592	–	–	﹤0.01%	668
2025 Q3	$1.52M	Buy	31,592 +1,890	+6%	+$88.1K	﹤0.01%	658
2025 Q2	$1.33M	Buy	29,702 +10,959	+58%	+$514K	﹤0.01%	644
2025 Q1	$920K	Buy	+18,743	New	+$889K	﹤0.01%	695
2023 Q1	–	Sell	-13,351	Closed	-$662K	–	1101
2022 Q4	$662K	Hold	13,351	–	–	﹤0.01%	745
2022 Q3	$517K	Buy	+13,351	New	+$595K	﹤0.01%	768
2021 Q2	–	Sell	-406,860	Closed	-$16.2M	–	972
2021 Q1	$16.2M	Sell	406,860 -202,968	-33%	-$7.74M	0.03%	280
2020 Q4	$21.7M	Sell	609,828 -21,041	-3%	-$685K	0.04%	233
2020 Q3	$17M	Buy	630,869 +295,789	+88%	+$9.01M	0.04%	228
2020 Q2	$10.9M	Buy	+335,080	New	+$11.1M	0.03%	252
2018 Q4	–	Sell	-21,555	Closed	-$993K	–	799
2018 Q3	$993K	Hold	21,555	–	–	﹤0.01%	527
2018 Q2	$964K	Sell	21,555 -55,936	-72%	-$2.36M	﹤0.01%	571
2018 Q1	$3.11M	Buy	77,491 +43,128	+126%	+$1.68M	0.01%	474
2017 Q4	$1.38M	Hold	34,363	–	–	0.01%	522
2017 Q3	$1.45M	Buy	+34,363	New	+$1.45M	0.01%	530

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

DZ Bank's NJR Position: Q2 2026 in Review

DZ Bank reduced its New Jersey Resources (NJR) stake by 66% in Q2 2026, selling an estimated $1.17M and leaving 10,733 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

DZ Bank first reported a position in NJR in Q3 2017 and has held it in 17 quarters since. The position peaked at $21.7M in Q4 2020. 457 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

DZ Bank held 10,733 shares of New Jersey Resources worth $601K as of Q2 2026.
DZ Bank sold 20,859 New Jersey Resources shares in Q2 2026, an estimated $1.17M.
New Jersey Resources made up ﹤0.01% of DZ Bank's portfolio in Q2 2026, its #805 holding.
DZ Bank first reported a position in New Jersey Resources in Q3 2017 and has held it in 17 quarters since.
DZ Bank's New Jersey Resources position peaked at $21.7M in Q4 2020.
457 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.