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Equitable Holdings’s New Jersey Resources NJR Stock Holding History

Equitable Holdings’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 		$552K Buy
+9,843
New +$551K ﹤0.01% 1266
2024
Q1 		– Sell
-4,652
Closed -$207K – 1190
2023
Q4 		$207K Buy
+4,652
New +$198K ﹤0.01% 1057
2023
Q3 		– Sell
-4,611
Closed -$218K – 1093
2023
Q2 		$218K Buy
+4,611
New +$232K ﹤0.01% 962

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Equitable Holdings's NJR Position: Q2 2026 in Review

Equitable Holdings opened a new position in New Jersey Resources (NJR) in Q2 2026: 9,843 shares worth $552K. The stake represents ﹤0.01% of the portfolio and ranks #1266 among its holdings. This is a return to the name: Equitable Holdings previously reported a position in NJR as recently as Q4 2023.

Equitable Holdings first reported a position in NJR in Q2 2023 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Equitable Holdings held 9,843 shares of New Jersey Resources worth $552K as of Q2 2026.
  • New Jersey Resources was a new Equitable Holdings position in Q2 2026.
  • New Jersey Resources made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1266 holding.
  • Equitable Holdings first reported a position in New Jersey Resources in Q2 2023 and has held it in 3 quarters since.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.