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 Q2	$346K	Buy	6,175 +33	+0.5%	+$1.85K	0.1%	108
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Horizon Investment Services's NJR Position: Q2 2026 in Review

Horizon Investment Services increased its New Jersey Resources (NJR) stake by 0.54% in Q2 2026, buying an estimated $1.85K and bringing the position to 6,175 shares worth $346K. The position accounts for 0.1% of the portfolio, ranked #108.

Horizon Investment Services first reported a position in NJR in Q3 2013 and has held it in 13 quarters since. The position peaked at $479K in Q2 2015. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Horizon Investment Services held 6,175 shares of New Jersey Resources worth $346K as of Q2 2026.
Horizon Investment Services bought 33 New Jersey Resources shares in Q2 2026, an estimated $1.85K.
New Jersey Resources made up 0.1% of Horizon Investment Services's portfolio in Q2 2026, its #108 holding.
Horizon Investment Services first reported a position in New Jersey Resources in Q3 2013 and has held it in 13 quarters since.
Horizon Investment Services's New Jersey Resources position peaked at $479K in Q2 2015.
458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.