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IEQ Capital’s New Jersey Resources NJR Stock Holding History

IEQ Capital’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 		$748K Buy
+13,620
New +$704K ﹤0.01% 1129
2025
Q4 		– Sell
-5,938
Closed -$286K – 1949
2025
Q3 		$286K Buy
+5,938
New +$277K ﹤0.01% 1544

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

IEQ Capital's NJR Position: Q1 2026 in Review

IEQ Capital opened a new position in New Jersey Resources (NJR) in Q1 2026: 13,620 shares worth $748K. The stake represents ﹤0.01% of the portfolio and ranks #1129 among its holdings. This is a return to the name: IEQ Capital previously reported a position in NJR as recently as Q3 2025.

IEQ Capital first reported a position in NJR in Q3 2025 and has held it in 2 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • IEQ Capital held 13,620 shares of New Jersey Resources worth $748K as of Q1 2026.
  • New Jersey Resources was a new IEQ Capital position in Q1 2026.
  • New Jersey Resources made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1129 holding.
  • IEQ Capital first reported a position in New Jersey Resources in Q3 2025 and has held it in 2 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.