HWM
NJR icon

Hohimer Wealth Management’s New Jersey Resources NJR Stock Holding History

Hohimer Wealth 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
Q1 		$213K Sell
3,886
-561
-13% -$29K 0.03% 336
2025
Q4 		$205K Sell
4,447
-5
-0.1% -$231 0.03% 294
2025
Q3 		$214K Buy
+4,452
New +$207K 0.03% 300

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

Hohimer Wealth Management's NJR Position: Q1 2026 in Review

Hohimer Wealth Management reduced its New Jersey Resources (NJR) stake by 13% in Q1 2026, selling an estimated $29K and leaving 3,886 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #336.

Hohimer Wealth Management first reported a position in NJR in Q3 2025 and has held it in 3 quarters since. The position peaked at $214K in Q3 2025. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Hohimer Wealth Management held 3,886 shares of New Jersey Resources worth $213K as of Q1 2026.
  • Hohimer Wealth Management sold 561 New Jersey Resources shares in Q1 2026, an estimated $29K.
  • New Jersey Resources made up 0.03% of Hohimer Wealth Management's portfolio in Q1 2026, its #336 holding.
  • Hohimer Wealth Management first reported a position in New Jersey Resources in Q3 2025 and has held it in 3 quarters since.
  • Hohimer Wealth Management's New Jersey Resources position peaked at $214K in Q3 2025.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.