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Greenwood Capital Associates’s New Jersey Resources NJR Stock Holding History

Greenwood Capital Associates’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 		$2M Sell
35,623
-314
-0.9% -$17.6K 0.2% 109
2026
Q1 		$1.97M Buy
35,937
+2,722
+8% +$141K 0.22% 100
2025
Q4 		$1.53M Buy
33,215
+2,127
+7% +$98.3K 0.17% 120
2025
Q3 		$1.5M Buy
31,088
+60
+0.2% +$2.8K 0.17% 115
2025
Q2 		$1.39M Buy
31,028
+3,414
+12% +$160K 0.17% 113
2025
Q1 		$1.35M Buy
27,614
+2,092
+8% +$99.2K 0.18% 111
2024
Q4 		$1.19M Buy
25,522
+383
+2% +$18.2K 0.16% 116
2024
Q3 		$1.19M Buy
+25,139
New +$1.15M 0.15% 120

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

Greenwood Capital Associates's NJR Position: Q2 2026 in Review

Greenwood Capital Associates reduced its New Jersey Resources (NJR) stake by 0.87% in Q2 2026, selling an estimated $17.6K and leaving 35,623 shares worth $2M. The position accounts for 0.2% of the portfolio, ranked #109.

Greenwood Capital Associates first reported a position in NJR in Q3 2024 and has held it in 8 quarters since. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Greenwood Capital Associates held 35,623 shares of New Jersey Resources worth $2M as of Q2 2026.
  • Greenwood Capital Associates sold 314 New Jersey Resources shares in Q2 2026, an estimated $17.6K.
  • New Jersey Resources made up 0.2% of Greenwood Capital Associates's portfolio in Q2 2026, its #109 holding.
  • Greenwood Capital Associates first reported a position in New Jersey Resources in Q3 2024 and has held it in 8 quarters since.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.