Empirical Asset Management’s New Jersey Resources NJR Stock Holding History

Empirical Asset Management’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	$1.72M	Buy	30,647 +133	+0.4%	+$7.44K	0.39%	72
2026 Q1	$1.68M	Buy	30,514 +107	+0.4%	+$5.53K	0.44%	50
2025 Q4	$1.4M	Buy	30,407 +161	+0.5%	+$7.44K	0.4%	65
2025 Q3	$1.46M	Buy	30,246 +13,530	+81%	+$631K	0.4%	52
2025 Q2	$749K	Buy	16,716 +152	+0.9%	+$7.12K	0.23%	132
2025 Q1	$813K	Buy	16,564 +134	+0.8%	+$6.35K	0.28%	99
2024 Q4	$766K	Buy	16,430 +80	+0.5%	+$3.79K	0.25%	111
2024 Q3	$772K	Buy	16,350 +81	+0.5%	+$3.7K	0.27%	107
2024 Q2	$695K	Buy	16,269 +6,100	+60%	+$263K	0.26%	110
2024 Q1	$436K	Buy	10,169 +71	+0.7%	+$2.99K	0.21%	128
2023 Q4	$450K	Buy	10,098 +81	+0.8%	+$3.45K	0.37%	98
2023 Q3	$407K	Buy	10,017 +61	+0.6%	+$2.67K	0.35%	101
2023 Q2	$470K	Buy	9,956 +55	+0.6%	+$2.77K	0.42%	83
2023 Q1	$527K	Buy	9,901 +40	+0.4%	+$2.04K	0.5%	71
2022 Q4	$489K	Buy	9,861 +47	+0.5%	+$2.15K	0.52%	79
2022 Q3	$380K	Buy	9,814 +38	+0.4%	+$1.69K	0.41%	97
2022 Q2	$435K	Sell	9,776 -8,356	-46%	-$375K	0.46%	78
2022 Q1	$832K	Buy	18,132 +116	+0.6%	+$4.83K	0.79%	41
2021 Q4	$740K	Buy	+18,016	New	+$697K	0.71%	41

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

Empirical Asset Management's NJR Position: Q2 2026 in Review

Empirical Asset Management increased its New Jersey Resources (NJR) stake by 0.44% in Q2 2026, buying an estimated $7.44K and bringing the position to 30,647 shares worth $1.72M. The position accounts for 0.39% of the portfolio, ranked #72.

Empirical Asset Management first reported a position in NJR in Q4 2021 and has held it in 19 quarters since. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Empirical Asset Management held 30,647 shares of New Jersey Resources worth $1.72M as of Q2 2026.
Empirical Asset Management bought 133 New Jersey Resources shares in Q2 2026, an estimated $7.44K.
New Jersey Resources made up 0.39% of Empirical Asset Management's portfolio in Q2 2026, its #72 holding.
Empirical Asset Management first reported a position in New Jersey Resources in Q4 2021 and has held it in 19 quarters since.
453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.