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Hennion & Walsh Asset Management’s New Jersey Resources NJR Stock Holding History

Hennion & Walsh Asset 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 		$1.48M Sell
26,450
-1,284
-5% -$71.8K 0.04% 466
2026
Q1 		$1.52M Sell
27,734
-1,488
-5% -$76.9K 0.05% 406
2025
Q4 		$1.35M Sell
29,222
-3,326
-10% -$154K 0.05% 448
2025
Q3 		$1.57M Sell
32,548
-38
-0.1% -$1.77K 0.06% 400
2025
Q2 		$1.46M Buy
32,586
+4,631
+17% +$217K 0.06% 391
2025
Q1 		$1.37M Sell
27,955
-11,559
-29% -$548K 0.06% 385
2024
Q4 		$1.84M Buy
39,514
+6,250
+19% +$296K 0.08% 307
2024
Q3 		$1.57M Buy
33,264
+7,105
+27% +$324K 0.07% 345
2024
Q2 		$1.12M Buy
26,159
+5,894
+29% +$254K 0.06% 400
2024
Q1 		$870K Sell
20,265
-86
-0.4% -$3.63K 0.05% 455
2023
Q4 		$907K Sell
20,351
-154
-0.8% -$6.56K 0.05% 425
2023
Q3 		$833K Buy
20,505
+2,085
+11% +$91.3K 0.05% 403
2023
Q2 		$869K Buy
18,420
+12,145
+194% +$612K 0.05% 398
2023
Q1 		$334K Buy
+6,275
New +$320K 0.02% 610

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

Hennion & Walsh Asset Management's NJR Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its New Jersey Resources (NJR) stake by 4.6% in Q2 2026, selling an estimated $71.8K and leaving 26,450 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #466.

Hennion & Walsh Asset Management first reported a position in NJR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.84M in Q4 2024. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Hennion & Walsh Asset Management held 26,450 shares of New Jersey Resources worth $1.48M as of Q2 2026.
  • Hennion & Walsh Asset Management sold 1,284 New Jersey Resources shares in Q2 2026, an estimated $71.8K.
  • New Jersey Resources made up 0.04% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #466 holding.
  • Hennion & Walsh Asset Management first reported a position in New Jersey Resources in Q1 2023 and has held it in 14 quarters since.
  • Hennion & Walsh Asset Management's New Jersey Resources position peaked at $1.84M in Q4 2024.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.