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Horizon Investments’s New Jersey Resources NJR Stock Holding History

Horizon Investments’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 		$2.39M Buy
42,648
+666
+2% +$37.3K 0.03% 476
2026
Q1 		$2.31M Buy
41,982
+39,819
+1,841% +$2.06M 0.03% 446
2025
Q4 		$99.8K Sell
2,163
-29,781
-93% -$1.38M ﹤0.01% 1060
2025
Q3 		$1.54M Buy
31,944
+3,468
+12% +$162K 0.02% 538
2025
Q2 		$1.28M Buy
28,476
+28,453
+123,709% +$1.33M 0.02% 507
2025
Q1 		$1.13K Buy
+23
New +$1.09K ﹤0.01% 806

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

Horizon Investments's NJR Position: Q2 2026 in Review

Horizon Investments increased its New Jersey Resources (NJR) stake by 1.6% in Q2 2026, buying an estimated $37.3K and bringing the position to 42,648 shares worth $2.39M. The position accounts for 0.03% of the portfolio, ranked #476.

Horizon Investments 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.

  • Horizon Investments held 42,648 shares of New Jersey Resources worth $2.39M as of Q2 2026.
  • Horizon Investments bought 666 New Jersey Resources shares in Q2 2026, an estimated $37.3K.
  • New Jersey Resources made up 0.03% of Horizon Investments's portfolio in Q2 2026, its #476 holding.
  • Horizon Investments 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 Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.