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INVST’s New Jersey Resources NJR Stock Holding History

INVST’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 		$758K Sell
13,531
-559
-4% -$31.3K 0.07% 206
2026
Q1 		$774K Buy
+14,090
New +$728K 0.09% 195

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

INVST's NJR Position: Q2 2026 in Review

INVST reduced its New Jersey Resources (NJR) stake by 4% in Q2 2026, selling an estimated $31.3K and leaving 13,531 shares worth $758K. The position accounts for 0.07% of the portfolio, ranked #206.

INVST first reported a position in NJR in Q1 2026 and has held it in 2 quarters since. The position peaked at $774K in Q1 2026. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • INVST held 13,531 shares of New Jersey Resources worth $758K as of Q2 2026.
  • INVST sold 559 New Jersey Resources shares in Q2 2026, an estimated $31.3K.
  • New Jersey Resources made up 0.07% of INVST's portfolio in Q2 2026, its #206 holding.
  • INVST first reported a position in New Jersey Resources in Q1 2026 and has held it in 2 quarters since.
  • INVST's New Jersey Resources position peaked at $774K in Q1 2026.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.