Hazlett, Burt & Watson’s New Jersey Resources NJR Stock Holding History

Hazlett, Burt & Watson’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	$228K	Hold	4,140	–	–	0.07%	231
2025 Q4	$192K	Hold	4,140	–	–	0.06%	256
2025 Q3	$199K	Hold	4,140	–	–	0.07%	227
2025 Q2	$186K	Hold	4,140	–	–	0.08%	215
2025 Q1	$203K	Hold	4,140	–	–	0.09%	191
2024 Q4	$193K	Hold	4,140	–	–	0.09%	207
2024 Q3	$195K	Hold	4,140	–	–	0.09%	200
2024 Q2	$177K	Hold	4,140	–	–	0.09%	196
2024 Q1	$178K	Sell	4,140 -770	-16%	-$32.5K	0.11%	179
2023 Q4	$218K	Hold	4,910	–	–	0.15%	143
2023 Q3	$198K	Hold	4,910	–	–	0.15%	144
2023 Q2	$231K	Hold	4,910	–	–	0.17%	126
2023 Q1	$262K	Buy	4,910 +2,250	+85%	+$115K	0.21%	103
2022 Q4	$132K	Hold	2,660	–	–	0.12%	157
2022 Q3	$103K	Hold	2,660	–	–	0.1%	179
2022 Q2	$118K	Hold	2,660	–	–	0.11%	181
2022 Q1	$121K	Buy	+2,660	New	+$111K	0.1%	191

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Hazlett, Burt & Watson's NJR Position: Q1 2026 in Review

Hazlett, Burt & Watson held its New Jersey Resources (NJR) position steady in Q1 2026 at 4,140 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #231.

Hazlett, Burt & Watson first reported a position in NJR in Q1 2022 and has held it in 17 quarters since. The position peaked at $262K in Q1 2023. 438 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Hazlett, Burt & Watson held 4,140 shares of New Jersey Resources worth $228K as of Q1 2026.
Hazlett, Burt & Watson left its New Jersey Resources share count unchanged in Q1 2026.
New Jersey Resources made up 0.07% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #231 holding.
Hazlett, Burt & Watson first reported a position in New Jersey Resources in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's New Jersey Resources position peaked at $262K in Q1 2023.
438 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.