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iSAM Funds (UK)’s New Jersey Resources NJR Stock Holding History

iSAM Funds (UK)’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 		– Sell
-13,173
Closed -$723K – 375
2026
Q1 		$723K Buy
13,173
+3,242
+33% +$168K 0.36% 102
2025
Q4 		$458K Sell
9,931
-7,775
-44% -$359K 0.16% 175
2025
Q3 		$853K Buy
+17,706
New +$825K 0.18% 178
2025
Q1 		– Sell
-12,255
Closed -$572K – 393
2024
Q4 		$572K Buy
12,255
+94
+0.8% +$4.46K 0.43% 81
2024
Q3 		$574K Buy
+12,161
New +$555K 0.33% 111
2023
Q3 		– Sell
-6,572
Closed -$310K – 305
2023
Q2 		$310K Buy
+6,572
New +$331K 0.28% 137

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

iSAM Funds (UK)'s NJR Position: Q2 2026 in Review

iSAM Funds (UK) sold out of New Jersey Resources (NJR) in Q2 2026, closing a stake of 13,173 shares — an estimated $723K sold.

iSAM Funds (UK) first reported a position in NJR in Q2 2023 and held it in 6 quarters. The position peaked at $853K in Q3 2025. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • iSAM Funds (UK) reported no remaining New Jersey Resources position as of Q2 2026 after selling out during the quarter.
  • iSAM Funds (UK) sold 13,173 New Jersey Resources shares in Q2 2026, an estimated $723K.
  • iSAM Funds (UK) first reported a position in New Jersey Resources in Q2 2023 and held it in 6 quarters.
  • iSAM Funds (UK)'s New Jersey Resources position peaked at $853K in Q3 2025.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.