JCM
NJR icon

Jacobi Capital Management’s New Jersey Resources NJR Stock Holding History

Jacobi Capital Management’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 		$1.58M Sell
28,794
-44
-0.2% -$2.27K 0.09% 216
2025
Q4 		$1.33M Buy
28,838
+93
+0.3% +$4.3K 0.08% 244
2025
Q3 		$1.38M Sell
28,745
-94
-0.3% -$4.38K 0.08% 240
2025
Q2 		$1.29M Buy
28,839
+334
+1% +$15.7K 0.09% 238
2025
Q1 		$1.4M Buy
28,505
+275
+1% +$13K 0.1% 201
2024
Q4 		$1.32M Sell
28,230
-212
-0.7% -$10K 0.1% 201
2024
Q3 		$1.34M Buy
28,442
+37
+0.1% +$1.69K 0.1% 195
2024
Q2 		$1.21M Buy
28,405
+188
+0.7% +$8.11K 0.11% 187
2024
Q1 		$1.21M Buy
28,217
+574
+2% +$24.2K 0.11% 173
2023
Q4 		$1.23M Sell
27,643
-294
-1% -$12.5K 0.13% 155
2023
Q3 		$1.14M Buy
27,937
+371
+1% +$16.2K 0.13% 159
2023
Q2 		$1.3M Buy
27,566
+75
+0.3% +$3.78K 0.15% 138
2023
Q1 		$1.46M Buy
27,491
+29
+0.1% +$1.48K 0.17% 125
2022
Q4 		$1.36M Buy
27,462
+63
+0.2% +$2.88K 0.17% 121
2022
Q3 		$1.06M Sell
27,399
-41
-0.1% -$1.83K 0.15% 143
2022
Q2 		$1.22M Sell
27,440
-88
-0.3% -$3.95K 0.16% 133
2022
Q1 		$1.26M Buy
27,528
+265
+1% +$11K 0.15% 133
2021
Q4 		$1.12M Buy
27,263
+389
+1% +$15K 0.13% 148
2021
Q3 		$935K Buy
26,874
+19
+0.1% +$719 0.12% 151
2021
Q2 		$1.06M Sell
26,855
-8
-0% -$338 0.14% 130
2021
Q1 		$1.07M Sell
26,863
-828
-3% -$31.6K 0.16% 116
2020
Q4 		$978K Sell
27,691
-87
-0.3% -$2.83K 0.15% 121
2020
Q3 		$805K Buy
27,778
+5,481
+25% +$167K 0.14% 128
2020
Q2 		$717K Buy
22,297
+2,562
+13% +$84.9K 0.13% 130
2020
Q1 		$654K Buy
19,735
+2,134
+12% +$83.3K 0.14% 122
2019
Q4 		$760K Buy
17,601
+1,743
+11% +$75.3K 0.14% 141
2019
Q3 		$700K Buy
15,858
+737
+5% +$34.5K 0.14% 139
2019
Q2 		$751K Buy
15,121
+15,070
+29,549% +$743K 0.15% 127
2019
Q1 		$3K Buy
+51
New +$2.43K ﹤0.01% 851

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

Jacobi Capital Management's NJR Position: Q1 2026 in Review

Jacobi Capital Management reduced its New Jersey Resources (NJR) stake by 0.15% in Q1 2026, selling an estimated $2.27K and leaving 28,794 shares worth $1.58M. The position accounts for 0.09% of the portfolio, ranked #216.

Jacobi Capital Management first reported a position in NJR in Q1 2019 and has held it in 29 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Jacobi Capital Management held 28,794 shares of New Jersey Resources worth $1.58M as of Q1 2026.
  • Jacobi Capital Management sold 44 New Jersey Resources shares in Q1 2026, an estimated $2.27K.
  • New Jersey Resources made up 0.09% of Jacobi Capital Management's portfolio in Q1 2026, its #216 holding.
  • Jacobi Capital Management first reported a position in New Jersey Resources in Q1 2019 and has held it in 29 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.