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Freestone Grove Partners’s New Jersey Resources NJR Stock Holding History

Freestone Grove 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
Q1 		$311K Sell
5,670
-2,875
-34% -$149K ﹤0.01% 684
2025
Q4 		$394K Sell
8,545
-34,948
-80% -$1.61M ﹤0.01% 614
2025
Q3 		$2.09M Buy
+43,493
New +$2.03M 0.02% 367

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freestone Grove Partners's NJR Position: Q1 2026 in Review

Freestone Grove Partners reduced its New Jersey Resources (NJR) stake by 34% in Q1 2026, selling an estimated $149K and leaving 5,670 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Freestone Grove Partners first reported a position in NJR in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.09M in Q3 2025. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Freestone Grove Partners held 5,670 shares of New Jersey Resources worth $311K as of Q1 2026.
  • Freestone Grove Partners sold 2,875 New Jersey Resources shares in Q1 2026, an estimated $149K.
  • New Jersey Resources made up ﹤0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #684 holding.
  • Freestone Grove Partners first reported a position in New Jersey Resources in Q3 2025 and has held it in 3 quarters since.
  • Freestone Grove Partners's New Jersey Resources position peaked at $2.09M in Q3 2025.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.