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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Leuthold Group's NJR Position: Q1 2026 in Review

Leuthold Group reduced its New Jersey Resources (NJR) stake by 2.9% in Q1 2026, selling an estimated $8.01K and leaving 5,178 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #196.

Leuthold Group first reported a position in NJR in Q3 2014 and has held it in 7 quarters since. The position peaked at $3.12M in Q2 2025. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Leuthold Group held 5,178 shares of New Jersey Resources worth $284K as of Q1 2026.
Leuthold Group sold 155 New Jersey Resources shares in Q1 2026, an estimated $8.01K.
New Jersey Resources made up 0.03% of Leuthold Group's portfolio in Q1 2026, its #196 holding.
Leuthold Group first reported a position in New Jersey Resources in Q3 2014 and has held it in 7 quarters since.
Leuthold Group's New Jersey Resources position peaked at $3.12M in Q2 2025.
437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Leuthold Group's 13F filing for Q1 2026, filed 6 May 2026.