Hotchkis & Wiley Capital Management
NJR icon

Hotchkis & Wiley Capital Management’s New Jersey Resources NJR Stock Holding History

Hotchkis & Wiley Capital Management’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 		$14M Sell
249,202
-7,170
-3% -$401K 0.04% 187
2026
Q1 		$14.1M Sell
256,372
-18,317
-7% -$947K 0.04% 130
2025
Q4 		$12.7M Sell
274,689
-2,592
-0.9% -$120K 0.04% 180
2025
Q3 		$13.4M Buy
+277,281
New +$12.9M 0.04% 151

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Hotchkis & Wiley Capital Management's NJR Position: Q2 2026 in Review

Hotchkis & Wiley Capital Management reduced its New Jersey Resources (NJR) stake by 2.8% in Q2 2026, selling an estimated $401K and leaving 249,202 shares worth $14M. The position accounts for 0.04% of the portfolio, ranked #187.

Hotchkis & Wiley Capital Management first reported a position in NJR in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.1M in Q1 2026. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Hotchkis & Wiley Capital Management held 249,202 shares of New Jersey Resources worth $14M as of Q2 2026.
  • Hotchkis & Wiley Capital Management sold 7,170 New Jersey Resources shares in Q2 2026, an estimated $401K.
  • New Jersey Resources made up 0.04% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #187 holding.
  • Hotchkis & Wiley Capital Management first reported a position in New Jersey Resources in Q3 2025 and has held it in 4 quarters since.
  • Hotchkis & Wiley Capital Management's New Jersey Resources position peaked at $14.1M in Q1 2026.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.