Fox Run Management’s New Jersey Resources NJR Stock Holding History

Fox Run 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	$489K	Buy	+8,732	New	+$489K	0.08%	485
2026 Q1	–	Sell	-14,086	Closed	-$650K	–	1130
2025 Q4	$650K	Buy	+14,086	New	+$651K	0.1%	386
2025 Q3	–	Sell	-8,552	Closed	-$383K	–	1134
2025 Q2	$383K	Sell	8,552 -7,205	-46%	-$338K	0.06%	565
2025 Q1	$773K	Buy	15,757 +1,171	+8%	+$55.5K	0.12%	294
2024 Q4	$680K	Buy	+14,586	New	+$691K	0.12%	321
2024 Q3	–	Sell	-23,425	Closed	-$1M	–	1008
2024 Q2	$1M	Buy	23,425 +11,513	+97%	+$497K	0.19%	186
2024 Q1	$511K	Buy	11,912 +3,860	+48%	+$163K	0.11%	363
2023 Q4	$359K	Buy	+8,052	New	+$343K	0.09%	432
2021 Q4	–	Sell	-10,088	Closed	-$351K	–	628
2021 Q3	$351K	Buy	+10,088	New	+$382K	0.22%	180
2020 Q1	–	Sell	-5,198	Closed	-$232K	–	285
2019 Q4	$232K	Buy	+5,198	New	+$225K	0.19%	282
2019 Q1	–	Sell	-4,565	Closed	-$208K	–	621
2018 Q4	$208K	Sell	4,565 -1,890	-29%	-$89.1K	0.11%	399
2018 Q3	$298K	Buy	+6,455	New	+$297K	0.13%	348

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fox Run Management's NJR Position: Q2 2026 in Review

Fox Run Management opened a new position in New Jersey Resources (NJR) in Q2 2026: 8,732 shares worth $489K. The stake represents 0.08% of the portfolio and ranks #485 among its holdings. This is a return to the name: Fox Run Management previously reported a position in NJR as recently as Q4 2025.

Fox Run Management first reported a position in NJR in Q3 2018 and has held it in 12 quarters since. The position peaked at $1M in Q2 2024. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Fox Run Management held 8,732 shares of New Jersey Resources worth $489K as of Q2 2026.
New Jersey Resources was a new Fox Run Management position in Q2 2026.
New Jersey Resources made up 0.08% of Fox Run Management's portfolio in Q2 2026, its #485 holding.
Fox Run Management first reported a position in New Jersey Resources in Q3 2018 and has held it in 12 quarters since.
Fox Run Management's New Jersey Resources position peaked at $1M in Q2 2024.
453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.