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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
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 $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

Horizon Investments's NJR Position: Q1 2026 in Review

Horizon Investments increased its New Jersey Resources (NJR) stake by 1,841% in Q1 2026, buying an estimated $2.06M and bringing the position to 41,982 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #446.

Horizon Investments first reported a position in NJR in Q1 2025 and has held it in 5 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Horizon Investments held 41,982 shares of New Jersey Resources worth $2.31M as of Q1 2026.
  • Horizon Investments bought 39,819 New Jersey Resources shares in Q1 2026, an estimated $2.06M.
  • New Jersey Resources made up 0.03% of Horizon Investments's portfolio in Q1 2026, its #446 holding.
  • Horizon Investments first reported a position in New Jersey Resources in Q1 2025 and has held it in 5 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

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