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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

iSAM Funds (UK)'s NJR Position: Q1 2026 in Review

iSAM Funds (UK) increased its New Jersey Resources (NJR) stake by 33% in Q1 2026, buying an estimated $168K and bringing the position to 13,173 shares worth $723K. The position accounts for 0.36% of the portfolio, ranked #102.

iSAM Funds (UK) first reported a position in NJR in Q2 2023 and has held it in 6 quarters since. The position peaked at $853K in Q3 2025. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

iSAM Funds (UK) held 13,173 shares of New Jersey Resources worth $723K as of Q1 2026.
iSAM Funds (UK) bought 3,242 New Jersey Resources shares in Q1 2026, an estimated $168K.
New Jersey Resources made up 0.36% of iSAM Funds (UK)'s portfolio in Q1 2026, its #102 holding.
iSAM Funds (UK) first reported a position in New Jersey Resources in Q2 2023 and has held it in 6 quarters since.
iSAM Funds (UK)'s New Jersey Resources position peaked at $853K in Q3 2025.
437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.