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Leuthold Group’s New Jersey Resources NJR Stock Holding History

Leuthold Group’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 		$290K Hold
5,178
– – 0.03% 224
2026
Q1 		$284K Sell
5,178
-155
-3% -$8.01K 0.03% 196
2025
Q4 		$246K Buy
5,333
+19
+0.4% +$878 0.03% 200
2025
Q3 		$256K Sell
5,314
-64,321
-92% -$3M 0.03% 190
2025
Q2 		$3.12M Buy
69,635
+6,917
+11% +$324K 0.37% 100
2025
Q1 		$3.08M Buy
+62,718
New +$2.97M 0.4% 100
2015
Q1 		– Sell
-48,926
Closed -$1.5M – 211
2014
Q4 		$1.5M Sell
48,926
-5,842
-11% -$166K 0.15% 168
2014
Q3 		$1.38M Buy
+54,768
New +$1.44M 0.12% 180

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 $3.37T AUM 44.26% 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

Leuthold Group's NJR Position: Q2 2026 in Review

Leuthold Group held its New Jersey Resources (NJR) position steady in Q2 2026 at 5,178 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #224.

Leuthold Group first reported a position in NJR in Q3 2014 and has held it in 8 quarters since. The position peaked at $3.12M in Q2 2025. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Leuthold Group held 5,178 shares of New Jersey Resources worth $290K as of Q2 2026.
  • Leuthold Group left its New Jersey Resources share count unchanged in Q2 2026.
  • New Jersey Resources made up 0.03% of Leuthold Group's portfolio in Q2 2026, its #224 holding.
  • Leuthold Group first reported a position in New Jersey Resources in Q3 2014 and has held it in 8 quarters since.
  • Leuthold Group's New Jersey Resources position peaked at $3.12M in Q2 2025.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.