LRI Investments’s New Jersey Resources NJR Stock Holding History

LRI Investments’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	$392	Buy	+7	New	+$392	﹤0.01%	1599

Other funds holding NJR

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Retirement Systems of Alabama

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

LRI Investments's NJR Position: Q2 2026 in Review

LRI Investments opened a new position in New Jersey Resources (NJR) in Q2 2026: 7 shares worth $392. The stake represents ﹤0.01% of the portfolio and ranks #1599 among its holdings.

143 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

LRI Investments held 7 shares of New Jersey Resources worth $392 as of Q2 2026.
New Jersey Resources was a new LRI Investments position in Q2 2026.
New Jersey Resources made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1599 holding.
143 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.