Holocene Advisors
NJR icon

Holocene Advisors’s New Jersey Resources NJR Stock Holding History

Holocene 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
Q1 		$2.17M Sell
39,520
-18,558
-32% -$959K 0.01% 561
2025
Q4 		$2.68M Sell
58,078
-25,351
-30% -$1.17M 0.01% 461
2025
Q3 		$4.02M Buy
83,429
+2,285
+3% +$106K 0.01% 418
2025
Q2 		$3.64M Buy
81,144
+36,577
+82% +$1.71M 0.01% 462
2025
Q1 		$2.19M Buy
44,567
+10,620
+31% +$503K 0.01% 526
2024
Q4 		$1.58M Sell
33,947
-26,215
-44% -$1.24M 0.01% 610
2024
Q3 		$2.84M Buy
60,162
+10,946
+22% +$500K 0.01% 485
2024
Q2 		$2.1M Sell
49,216
-16,032
-25% -$692K 0.01% 509
2024
Q1 		$2.8M Buy
65,248
+51,769
+384% +$2.18M 0.01% 523
2023
Q4 		$601K Buy
+13,479
New +$575K ﹤0.01% 632
2021
Q1 		– Sell
-63,219
Closed -$2.25M – 898
2020
Q4 		$2.25M Sell
63,219
-26,186
-29% -$852K 0.01% 398
2020
Q3 		$2.42M Buy
89,405
+58,909
+193% +$1.79M 0.02% 335
2020
Q2 		$996K Sell
30,496
-81,456
-73% -$2.7M 0.01% 431
2020
Q1 		$3.8M Buy
111,952
+52,416
+88% +$2.05M 0.04% 191
2019
Q4 		$2.65M Sell
59,536
-721
-1% -$31.1K 0.02% 327
2019
Q3 		$2.73M Buy
60,257
+39,293
+187% +$1.84M 0.03% 240
2019
Q2 		$1.04M Sell
20,964
-983
-4% -$48.4K 0.01% 278
2019
Q1 		$1.09M Sell
21,947
-13,008
-37% -$619K 0.02% 231
2018
Q4 		$1.6M Buy
34,955
+23,044
+193% +$1.09M 0.03% 181
2018
Q3 		$549K Buy
11,911
+3,118
+35% +$144K 0.01% 520
2018
Q2 		$393K Sell
8,793
-5,880
-40% -$248K 0.01% 418
2018
Q1 		$588K Buy
+14,673
New +$571K 0.01% 118

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

Holocene Advisors's NJR Position: Q1 2026 in Review

Holocene Advisors reduced its New Jersey Resources (NJR) stake by 32% in Q1 2026, selling an estimated $959K and leaving 39,520 shares worth $2.17M. The position accounts for 0.01% of the portfolio, ranked #561.

Holocene Advisors first reported a position in NJR in Q1 2018 and has held it in 22 quarters since. The position peaked at $4.02M in Q3 2025. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Holocene Advisors held 39,520 shares of New Jersey Resources worth $2.17M as of Q1 2026.
  • Holocene Advisors sold 18,558 New Jersey Resources shares in Q1 2026, an estimated $959K.
  • New Jersey Resources made up 0.01% of Holocene Advisors's portfolio in Q1 2026, its #561 holding.
  • Holocene Advisors first reported a position in New Jersey Resources in Q1 2018 and has held it in 22 quarters since.
  • Holocene Advisors's New Jersey Resources position peaked at $4.02M in Q3 2025.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.