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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
Q2 		$2.42M Buy
43,205
+29,585
+217% +$1.66M 0.01% 726
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 $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 $3.37T 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

IEQ Capital's NJR Position: Q2 2026 in Review

IEQ Capital increased its New Jersey Resources (NJR) stake by 217% in Q2 2026, buying an estimated $1.66M and bringing the position to 43,205 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #726.

IEQ Capital first reported a position in NJR in Q3 2025 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • IEQ Capital held 43,205 shares of New Jersey Resources worth $2.42M as of Q2 2026.
  • IEQ Capital bought 29,585 New Jersey Resources shares in Q2 2026, an estimated $1.66M.
  • New Jersey Resources made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #726 holding.
  • IEQ Capital first reported a position in New Jersey Resources in Q3 2025 and has held it in 3 quarters since.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.