Los Angeles Capital Management’s New Jersey Resources NJR Stock Holding History

Los Angeles Capital 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	–	Sell	-2,689	Closed	-$148K	–	2446
2026 Q1	$148K	Sell	2,689 -25	-0.9%	-$1.29K	﹤0.01%	1225
2025 Q4	$122K	Buy	+2,714	New	+$125K	﹤0.01%	1368
2025 Q3	–	Sell	-10,108	Closed	-$453K	–	1477
2025 Q2	$453K	Buy	+10,108	New	+$474K	﹤0.01%	890
2019 Q3	–	Sell	-4,240	Closed	-$211K	–	1334
2019 Q2	$211K	Buy	4,240 +180	+4%	+$8.87K	﹤0.01%	1282
2019 Q1	$202K	Sell	4,060 -5,170	-56%	-$246K	﹤0.01%	1308
2018 Q4	$422K	Hold	9,230	–	–	﹤0.01%	1008
2018 Q3	$426K	Buy	+9,230	New	+$425K	﹤0.01%	1146
2016 Q4	–	Sell	-14,777	Closed	-$486K	–	1211
2016 Q3	$486K	Sell	14,777 -6,495	-31%	-$230K	﹤0.01%	923
2016 Q2	$820K	Sell	21,272 -5,970	-22%	-$215K	0.01%	762
2016 Q1	$992K	Sell	27,242 -7,160	-21%	-$248K	0.01%	626
2015 Q4	$1.13M	Sell	34,402 -2,710	-7%	-$83.1K	0.01%	640
2015 Q3	$1.11M	Hold	37,112	–	–	0.01%	677
2015 Q2	$1.02M	Sell	37,112 -3,030	-8%	-$90.6K	0.01%	732
2015 Q1	$1.25M	Buy	40,142 +16,010	+66%	+$502K	0.01%	688
2014 Q4	$738K	Sell	24,132 -1,600	-6%	-$45.5K	0.01%	727
2014 Q3	$650K	Sell	25,732 -9,640	-27%	-$254K	0.01%	705
2014 Q2	$1.01M	Buy	35,372 +140	+0.4%	+$3.64K	0.01%	674
2014 Q1	$877K	Buy	35,232 +800	+2%	+$18.4K	0.01%	707
2013 Q4	$796K	Buy	34,432 +4,440	+15%	+$99.9K	0.01%	757
2013 Q3	$661K	Hold	29,992	–	–	0.01%	817
2013 Q2	$623K	Buy	+29,992	New	+$679K	0.01%	833

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Los Angeles Capital Management's NJR Position: Q2 2026 in Review

Los Angeles Capital Management sold out of New Jersey Resources (NJR) in Q2 2026, closing a stake of 2,689 shares — an estimated $148K sold.

Los Angeles Capital Management first reported a position in NJR in Q2 2013 and held it in 21 quarters. The position peaked at $1.25M in Q1 2015. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Los Angeles Capital Management reported no remaining New Jersey Resources position as of Q2 2026 after selling out during the quarter.
Los Angeles Capital Management sold 2,689 New Jersey Resources shares in Q2 2026, an estimated $148K.
Los Angeles Capital Management first reported a position in New Jersey Resources in Q2 2013 and held it in 21 quarters.
Los Angeles Capital Management's New Jersey Resources position peaked at $1.25M in Q1 2015.
459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Los Angeles Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.