Janney Montgomery Scott
NJR icon

Janney Montgomery Scott’s New Jersey Resources NJR Stock Holding History

Janney Montgomery Scott’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 		$13.6M Sell
247,803
-6,210
-2% -$321K 0.03% 464
2025
Q4 		$11.7M Buy
254,013
+48,797
+24% +$2.25M 0.03% 553
2025
Q3 		$9.88M Buy
205,216
+3,467
+2% +$162K 0.02% 621
2025
Q2 		$9.04M Sell
201,749
-6,027
-3% -$282K 0.02% 603
2025
Q1 		$10.2M Buy
207,776
+1,567
+0.8% +$74.3K 0.03% 524
2024
Q4 		$9.62M Buy
206,209
+30,355
+17% +$1.44M 0.03% 545
2024
Q3 		$8.3M Buy
175,854
+2,056
+1% +$93.9K 0.02% 594
2024
Q2 		$7.43M Sell
173,798
-8,420
-5% -$363K 0.02% 592
2024
Q1 		$7.82M Buy
182,218
+9,947
+6% +$419K 0.02% 610
2023
Q4 		$7.68M Buy
172,271
+28,953
+20% +$1.23M 0.02% 587
2023
Q3 		$5.82M Buy
143,318
+8,304
+6% +$364K 0.02% 619
2023
Q2 		$6.37M Sell
135,014
-13,350
-9% -$673K 0.02% 612
2023
Q1 		$7.89M Sell
148,364
-5,183
-3% -$264K 0.03% 491
2022
Q4 		$7.62M Buy
153,547
+12,677
+9% +$579K 0.03% 527
2022
Q3 		$5.45M Buy
140,870
+4,620
+3% +$206K 0.02% 588
2022
Q2 		$6.09M Sell
136,250
-41,313
-23% -$1.86M 0.03% 531
2022
Q1 		$8.14M Buy
177,563
+7,137
+4% +$297K 0.03% 437
2021
Q4 		$7M Buy
170,426
+27,300
+19% +$1.06M 0.03% 516
2021
Q3 		$4.98M Buy
143,126
+11,574
+9% +$438K 0.02% 595
2021
Q2 		$5.21M Sell
131,552
-24,111
-15% -$1.02M 0.02% 572
2021
Q1 		$6.21M Buy
155,663
+11,672
+8% +$445K 0.03% 482
2020
Q4 		$5.12M Buy
143,991
+17,382
+14% +$566K 0.02% 535
2020
Q3 		$3.42M Buy
126,609
+9,818
+8% +$299K 0.02% 602
2020
Q2 		$3.81M Sell
116,791
-13,107
-10% -$434K 0.02% 533
2020
Q1 		$4.41M Buy
129,898
+43,073
+50% +$1.68M 0.03% 428
2019
Q4 		$3.87M Buy
86,825
+19,064
+28% +$824K 0.03% 545
2019
Q3 		$3.06M Buy
67,761
+4,492
+7% +$211K 0.02% 600
2019
Q2 		$3.15M Sell
63,269
-2,853
-4% -$141K 0.02% 566
2019
Q1 		$3.29M Sell
66,122
-6,379
-9% -$304K 0.03% 526
2018
Q4 		$3.31M Buy
72,501
+2,556
+4% +$121K 0.03% 481
2018
Q3 		$3.22M Sell
69,945
-234
-0.3% -$10.8K 0.03% 532
2018
Q2 		$3.14M Sell
70,179
-3,404
-5% -$144K 0.03% 509
2018
Q1 		$2.95M Buy
73,583
+6,954
+10% +$271K 0.03% 519
2017
Q4 		$2.68M Buy
66,629
+7,829
+13% +$336K 0.03% 545
2017
Q3 		$2.48M Buy
58,800
+2,561
+5% +$108K 0.03% 530
2017
Q2 		$2.23M Sell
56,239
-4,586
-8% -$188K 0.03% 529
2017
Q1 		$2.41M Sell
60,825
-1,149
-2% -$43.4K 0.03% 497
2016
Q4 		$2.2M Buy
61,974
+8,279
+15% +$281K 0.03% 473
2016
Q3 		$1.76M Sell
53,695
-51,129
-49% -$1.81M 0.03% 467
2016
Q2 		$4.04M Buy
104,824
+50,469
+93% +$1.82M 0.08% 192
2016
Q1 		$1.98M Buy
54,355
+2,990
+6% +$104K 0.05% 329
2015
Q4 		$1.69M Buy
51,365
+2,270
+5% +$69.6K 0.04% 389
2015
Q3 		$1.47M Buy
49,095
+1,586
+3% +$45.1K 0.04% 412
2015
Q2 		$1.31M Sell
47,509
-2,218
-4% -$66.3K 0.03% 654
2015
Q1 		$1.54M Buy
49,727
+871
+2% +$27.3K 0.03% 670
2014
Q4 		$1.49M Buy
48,856
+2,870
+6% +$81.6K 0.03% 673
2014
Q3 		$1.16M Sell
45,986
-1,646
-3% -$43.3K 0.02% 762
2014
Q2 		$1.36M Buy
47,632
+258
+0.5% +$6.71K 0.03% 677
2014
Q1 		$1.18M Buy
47,374
+1,682
+4% +$38.6K 0.03% 673
2013
Q4 		$1.06M Buy
45,692
+6,704
+17% +$151K 0.03% 693
2013
Q3 		$859K Buy
38,988
+3,066
+9% +$67.2K 0.03% 714
2013
Q2 		$746K Buy
+35,922
New +$813K 0.08% 300

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

Janney Montgomery Scott's NJR Position: Q1 2026 in Review

Janney Montgomery Scott reduced its New Jersey Resources (NJR) stake by 2.4% in Q1 2026, selling an estimated $321K and leaving 247,803 shares worth $13.6M. The position accounts for 0.03% of the portfolio, ranked #464.

Janney Montgomery Scott first reported a position in NJR in Q2 2013 and has held it in 52 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Janney Montgomery Scott held 247,803 shares of New Jersey Resources worth $13.6M as of Q1 2026.
  • Janney Montgomery Scott sold 6,210 New Jersey Resources shares in Q1 2026, an estimated $321K.
  • New Jersey Resources made up 0.03% of Janney Montgomery Scott's portfolio in Q1 2026, its #464 holding.
  • Janney Montgomery Scott first reported a position in New Jersey Resources in Q2 2013 and has held it in 52 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.