KIM
NJR icon

Kestra Investment Management’s New Jersey Resources NJR Stock Holding History

Kestra Investment 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 		$958K Sell
17,368
-4,589
-21% -$237K 0.02% 220
2025
Q4 		$1.01M Buy
21,957
+1,077
+5% +$49.8K 0.02% 203
2025
Q3 		$1.01M Sell
20,880
-19,574
-48% -$912K 0.03% 201
2025
Q2 		$1.88M Buy
40,454
+24,881
+160% +$1.17M 0.03% 197
2025
Q1 		$764K Buy
15,573
+4,921
+46% +$233K 0.02% 201
2024
Q4 		$497K Buy
+10,652
New +$505K 0.02% 231

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

Kestra Investment Management's NJR Position: Q1 2026 in Review

Kestra Investment Management reduced its New Jersey Resources (NJR) stake by 21% in Q1 2026, selling an estimated $237K and leaving 17,368 shares worth $958K. The position accounts for 0.02% of the portfolio, ranked #220.

Kestra Investment Management first reported a position in NJR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.88M in Q2 2025. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Kestra Investment Management held 17,368 shares of New Jersey Resources worth $958K as of Q1 2026.
  • Kestra Investment Management sold 4,589 New Jersey Resources shares in Q1 2026, an estimated $237K.
  • New Jersey Resources made up 0.02% of Kestra Investment Management's portfolio in Q1 2026, its #220 holding.
  • Kestra Investment Management first reported a position in New Jersey Resources in Q4 2024 and has held it in 6 quarters since.
  • Kestra Investment Management's New Jersey Resources position peaked at $1.88M in Q2 2025.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.