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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
Q2 		$2.02M Buy
35,977
+18,609
+107% +$1.04M 0.04% 140
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
-4,001
-16% -$186K 0.03% 201
2025
Q2 		$1.12M Buy
24,881
+9,308
+60% +$436K 0.03% 170
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 $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 $3.38T AUM 44.17% 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

Kestra Investment Management's NJR Position: Q2 2026 in Review

Kestra Investment Management increased its New Jersey Resources (NJR) stake by 107% in Q2 2026, buying an estimated $1.04M and bringing the position to 35,977 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #140.

Kestra Investment Management first reported a position in NJR in Q4 2024 and has held it in 7 quarters since. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Kestra Investment Management held 35,977 shares of New Jersey Resources worth $2.02M as of Q2 2026.
  • Kestra Investment Management bought 18,609 New Jersey Resources shares in Q2 2026, an estimated $1.04M.
  • New Jersey Resources made up 0.04% of Kestra Investment Management's portfolio in Q2 2026, its #140 holding.
  • Kestra Investment Management first reported a position in New Jersey Resources in Q4 2024 and has held it in 7 quarters since.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.