Envestnet Asset Management
NJR icon

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

Envestnet 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 		$6.57M Buy
117,156
+2,658
+2% +$149K ﹤0.01% 2266
2026
Q1 		$6.29M Buy
114,498
+11,818
+12% +$611K ﹤0.01% 2156
2025
Q4 		$4.74M Buy
102,680
+9,339
+10% +$432K ﹤0.01% 2211
2025
Q3 		$4.49M Sell
93,341
-4,109
-4% -$191K ﹤0.01% 2330
2025
Q2 		$4.37M Buy
97,450
+22,605
+30% +$1.06M ﹤0.01% 2280
2025
Q1 		$3.67M Buy
74,845
+22,805
+44% +$1.08M ﹤0.01% 2340
2024
Q4 		$2.43M Buy
52,040
+13,955
+37% +$662K ﹤0.01% 2572
2024
Q3 		$1.8M Buy
38,085
+7,907
+26% +$361K ﹤0.01% 2736
2024
Q2 		$1.29M Buy
30,178
+3,290
+12% +$142K ﹤0.01% 2865
2024
Q1 		$1.15M Buy
26,888
+8,073
+43% +$340K ﹤0.01% 2935
2023
Q4 		$839K Buy
18,815
+5,238
+39% +$223K ﹤0.01% 3044
2023
Q3 		$552K Buy
13,577
+6,696
+97% +$293K ﹤0.01% 3198
2023
Q2 		$325K Sell
6,881
-20,617
-75% -$1.04M ﹤0.01% 3450
2023
Q1 		$778K Buy
27,498
+14,860
+118% +$757K ﹤0.01% 2846
2022
Q4 		$627K Sell
12,638
-1,863
-13% -$85.1K ﹤0.01% 2961
2022
Q3 		$561K Buy
14,501
+7,950
+121% +$354K ﹤0.01% 2946
2022
Q2 		$292K Sell
6,551
-1,037
-14% -$46.6K ﹤0.01% 3371
2022
Q1 		$348K Sell
7,588
-2,931
-28% -$122K ﹤0.01% 3360
2021
Q4 		$432K Buy
10,519
+3,266
+45% +$126K ﹤0.01% 3159
2021
Q3 		$252K Sell
7,253
-372
-5% -$14.1K ﹤0.01% 3395
2021
Q2 		$302K Buy
7,625
+604
+9% +$25.5K ﹤0.01% 3280
2021
Q1 		$280K Sell
7,021
-3,931
-36% -$150K ﹤0.01% 3166
2020
Q4 		$389K Buy
10,952
+1,189
+12% +$38.7K ﹤0.01% 2783
2020
Q3 		$264K Buy
9,763
+2,062
+27% +$62.8K ﹤0.01% 2792
2020
Q2 		$251K Sell
7,701
-42
-0.5% -$1.39K ﹤0.01% 2772
2020
Q1 		$263K Buy
7,743
+207
+3% +$8.08K ﹤0.01% 2611
2019
Q4 		$336K Buy
7,536
+1,434
+24% +$62K ﹤0.01% 2683
2019
Q3 		$276K Sell
6,102
-167
-3% -$7.83K ﹤0.01% 2703
2019
Q2 		$312K Buy
6,269
+997
+19% +$49.1K ﹤0.01% 2636
2019
Q1 		$263K Buy
+5,272
New +$251K ﹤0.01% 2675
2018
Q3 		– Sell
-3,102
Closed -$139K – 2125
2018
Q2 		$139K Buy
3,102
+223
+8% +$9.42K ﹤0.01% 1852
2018
Q1 		$115K Buy
2,879
+322
+13% +$12.5K ﹤0.01% 1856
2017
Q4 		$103K Buy
2,557
+441
+21% +$18.9K ﹤0.01% 2089
2017
Q3 		$89K Buy
2,116
+190
+10% +$8.03K ﹤0.01% 2111
2017
Q2 		$76K Buy
1,926
+360
+23% +$14.8K ﹤0.01% 2231
2017
Q1 		$62K Buy
1,566
+131
+9% +$4.94K ﹤0.01% 2342
2016
Q4 		$51K Buy
1,435
+195
+16% +$6.62K ﹤0.01% 2435
2016
Q3 		$41K Sell
1,240
-664
-35% -$23.5K ﹤0.01% 2664
2016
Q2 		$73K Sell
1,904
-1,486
-44% -$53.6K ﹤0.01% 2573
2016
Q1 		$123K Sell
3,390
-859
-20% -$29.8K ﹤0.01% 2311
2015
Q4 		$140K Buy
4,249
+1,575
+59% +$48.3K ﹤0.01% 2224
2015
Q3 		$80K Buy
+2,674
New +$76K ﹤0.01% 2440

Other funds holding NJR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

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

Envestnet Asset Management increased its New Jersey Resources (NJR) stake by 2.3% in Q2 2026, buying an estimated $149K and bringing the position to 117,156 shares worth $6.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Envestnet Asset Management first reported a position in NJR in Q3 2015 and has held it in 42 quarters since. 181 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Envestnet Asset Management held 117,156 shares of New Jersey Resources worth $6.57M as of Q2 2026.
  • Envestnet Asset Management bought 2,658 New Jersey Resources shares in Q2 2026, an estimated $149K.
  • New Jersey Resources made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2266 holding.
  • Envestnet Asset Management first reported a position in New Jersey Resources in Q3 2015 and has held it in 42 quarters since.
  • 181 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.