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Empowered Funds’s New Jersey Resources NJR Stock Holding History

Empowered Funds’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
Q1 		$222K Buy
+4,041
New +$209K ﹤0.01% 1977
2025
Q4 		– Sell
-4,452
Closed -$214K – 1596
2025
Q3 		$214K Buy
+4,452
New +$207K ﹤0.01% 1704

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empowered Funds's NJR Position: Q1 2026 in Review

Empowered Funds opened a new position in New Jersey Resources (NJR) in Q1 2026: 4,041 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1977 among its holdings. This is a return to the name: Empowered Funds previously reported a position in NJR as recently as Q3 2025.

Empowered Funds first reported a position in NJR in Q3 2025 and has held it in 2 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Empowered Funds held 4,041 shares of New Jersey Resources worth $222K as of Q1 2026.
  • New Jersey Resources was a new Empowered Funds position in Q1 2026.
  • New Jersey Resources made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #1977 holding.
  • Empowered Funds first reported a position in New Jersey Resources in Q3 2025 and has held it in 2 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.