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Essential Partners’s New Jersey Resources NJR Stock Holding History

Essential Partners’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 		$38.4K Buy
686
+276
+67% +$15.4K 0.02% 680
2026
Q1 		$22.5K Buy
410
+25
+6% +$1.29K 0.01% 882
2025
Q4 		$17.8K Sell
385
-116
-23% -$5.36K 0.01% 958
2025
Q3 		$24.1K Buy
501
+441
+735% +$20.6K 0.01% 832
2025
Q2 		$2.69K Buy
+60
New +$2.81K ﹤0.01% 1234

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 $3.38T AUM 44.17% 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

Essential Partners's NJR Position: Q2 2026 in Review

Essential Partners increased its New Jersey Resources (NJR) stake by 67% in Q2 2026, buying an estimated $15.4K and bringing the position to 686 shares worth $38.4K. The position accounts for 0.02% of the portfolio, ranked #680.

Essential Partners first reported a position in NJR in Q2 2025 and has held it in 5 quarters since. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Essential Partners held 686 shares of New Jersey Resources worth $38.4K as of Q2 2026.
  • Essential Partners bought 276 New Jersey Resources shares in Q2 2026, an estimated $15.4K.
  • New Jersey Resources made up 0.02% of Essential Partners's portfolio in Q2 2026, its #680 holding.
  • Essential Partners first reported a position in New Jersey Resources in Q2 2025 and has held it in 5 quarters since.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.