EI
NJR icon

Ethic Inc’s New Jersey Resources NJR Stock Holding History

Ethic Inc’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 		$398K Buy
7,104
+192
+3% +$10.7K 0.01% 1028
2026
Q1 		$380K Sell
6,912
-342
-5% -$17.7K 0.01% 972
2025
Q4 		$335K Sell
7,254
-2,625
-27% -$121K 0.01% 964
2025
Q3 		$476K Sell
9,879
-6,785
-41% -$316K 0.01% 852
2025
Q2 		$745K Sell
16,664
-22,791
-58% -$1.07M 0.01% 704
2025
Q1 		$1.94M Buy
39,455
+7,596
+24% +$360K 0.04% 420
2024
Q4 		$1.49M Buy
31,859
+6,415
+25% +$304K 0.03% 495
2024
Q3 		$1.09M Sell
25,444
-5,607
-18% -$256K 0.03% 554
2024
Q2 		$1.33M Buy
31,051
+5,607
+22% +$242K 0.03% 496
2024
Q1 		$1.09M Sell
25,444
-9,259
-27% -$390K 0.03% 554
2023
Q4 		$1.55M Buy
34,703
+3,921
+13% +$167K 0.05% 421
2023
Q3 		$1.25M Buy
30,782
+2,364
+8% +$103K 0.04% 417
2023
Q2 		$1.34M Buy
28,418
+12,662
+80% +$638K 0.05% 386
2023
Q1 		$838K Sell
15,756
-4,224
-21% -$215K 0.03% 492
2022
Q4 		$991K Buy
19,980
+4,314
+28% +$197K 0.05% 378
2022
Q3 		$606K Sell
15,666
-506
-3% -$22.6K 0.04% 446
2022
Q2 		$720K Sell
16,172
-4,684
-22% -$210K 0.05% 387
2022
Q1 		$956K Buy
20,856
+6,241
+43% +$260K 0.07% 316
2021
Q4 		$600K Buy
14,615
+2,809
+24% +$109K 0.05% 368
2021
Q3 		$411K Buy
11,806
+2,977
+34% +$113K 0.04% 409
2021
Q2 		$349K Buy
8,829
+965
+12% +$40.8K 0.04% 415
2021
Q1 		$314K Buy
7,864
+903
+13% +$34.4K 0.06% 372
2020
Q4 		$247K Sell
6,961
-1,080
-13% -$35.1K 0.07% 345
2020
Q3 		$217K Buy
8,041
+1,435
+22% +$43.7K 0.08% 289
2020
Q2 		$216K Buy
+6,606
New +$219K 0.12% 231

Other funds holding NJR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ethic Inc's NJR Position: Q2 2026 in Review

Ethic Inc increased its New Jersey Resources (NJR) stake by 2.8% in Q2 2026, buying an estimated $10.7K and bringing the position to 7,104 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #1028.

Ethic Inc first reported a position in NJR in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.94M in Q1 2025. 121 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Ethic Inc held 7,104 shares of New Jersey Resources worth $398K as of Q2 2026.
  • Ethic Inc bought 192 New Jersey Resources shares in Q2 2026, an estimated $10.7K.
  • New Jersey Resources made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #1028 holding.
  • Ethic Inc first reported a position in New Jersey Resources in Q2 2020 and has held it in 25 quarters since.
  • Ethic Inc's New Jersey Resources position peaked at $1.94M in Q1 2025.
  • 121 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.