Horizon Investment Services’s New Jersey Resources NJR Stock Holding History

Horizon Investment Services’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	$337K	Sell	6,142 -390	-6%	-$20.2K	0.12%	107
2025 Q4	$301K	Buy	6,532 +475	+8%	+$21.9K	0.11%	108
2025 Q3	$292K	Buy	6,057 +273	+5%	+$12.7K	0.11%	103
2025 Q2	$259K	Sell	5,784 -293	-5%	-$13.7K	0.11%	100
2025 Q1	$298K	Buy	+6,077	New	+$288K	0.14%	91
2023 Q3	–	Sell	-6,952	Closed	-$328K	–	111
2023 Q2	$328K	Sell	6,952 -176	-2%	-$8.87K	0.2%	84
2023 Q1	$379K	Buy	+7,128	New	+$363K	0.24%	79
2020 Q3	–	Sell	-9,785	Closed	-$319K	–	108
2020 Q2	$319K	Buy	+9,785	New	+$324K	0.22%	79
2015 Q3	–	Sell	-17,390	Closed	-$479K	–	118
2015 Q2	$479K	Buy	17,390 +4,337	+33%	+$130K	0.19%	66
2015 Q1	$405K	Buy	+13,053	New	+$410K	0.17%	90
2014 Q1	–	Sell	-14,006	Closed	-$324K	–	134
2013 Q4	$324K	Buy	14,006 +1,842	+15%	+$41.4K	0.2%	72
2013 Q3	$268K	Buy	+12,164	New	+$267K	0.18%	77

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

Horizon Investment Services's NJR Position: Q1 2026 in Review

Horizon Investment Services reduced its New Jersey Resources (NJR) stake by 6% in Q1 2026, selling an estimated $20.2K and leaving 6,142 shares worth $337K. The position accounts for 0.12% of the portfolio, ranked #107.

Horizon Investment Services first reported a position in NJR in Q3 2013 and has held it in 12 quarters since. The position peaked at $479K in Q2 2015. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Horizon Investment Services held 6,142 shares of New Jersey Resources worth $337K as of Q1 2026.
Horizon Investment Services sold 390 New Jersey Resources shares in Q1 2026, an estimated $20.2K.
New Jersey Resources made up 0.12% of Horizon Investment Services's portfolio in Q1 2026, its #107 holding.
Horizon Investment Services first reported a position in New Jersey Resources in Q3 2013 and has held it in 12 quarters since.
Horizon Investment Services's New Jersey Resources position peaked at $479K in Q2 2015.
437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Horizon Investment Services's 13F filing for Q1 2026, filed 15 May 2026.