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HFM Investment Advisors’s New Jersey Resources NJR Stock Holding History

HFM Investment Advisors’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 		$785 Buy
14
+5
+56% +$280 ﹤0.01% 824
2026
Q1 		$494 Buy
9
+2
+29% +$103 ﹤0.01% 685
2025
Q4 		$323 Hold
7
– – ﹤0.01% 864
2025
Q3 		$337 Sell
7
-1
-13% -$47 ﹤0.01% 821
2025
Q2 		$359 Buy
8
+5
+167% +$234 ﹤0.01% 782
2025
Q1 		$148 Buy
+3
New +$142 ﹤0.01% 742

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's NJR Position: Q2 2026 in Review

HFM Investment Advisors increased its New Jersey Resources (NJR) stake by 56% in Q2 2026, buying an estimated $280 and bringing the position to 14 shares worth $785. The position accounts for ﹤0.01% of the portfolio, ranked #824.

HFM Investment Advisors first reported a position in NJR in Q1 2025 and has held it in 6 quarters since. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • HFM Investment Advisors held 14 shares of New Jersey Resources worth $785 as of Q2 2026.
  • HFM Investment Advisors bought 5 New Jersey Resources shares in Q2 2026, an estimated $280.
  • New Jersey Resources made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #824 holding.
  • HFM Investment Advisors first reported a position in New Jersey Resources in Q1 2025 and has held it in 6 quarters since.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.