LSV Asset Management
NJR icon

LSV Asset Management’s New Jersey Resources NJR Stock Holding History

LSV Asset 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 		$4.3M Buy
76,780
+45,400
+145% +$2.54M 0.01% 520
2026
Q1 		$1.72M Buy
+31,380
New +$1.62M ﹤0.01% 586

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

LSV Asset Management's NJR Position: Q2 2026 in Review

LSV Asset Management increased its New Jersey Resources (NJR) stake by 145% in Q2 2026, buying an estimated $2.54M and bringing the position to 76,780 shares worth $4.3M. The position accounts for 0.01% of the portfolio, ranked #520.

LSV Asset Management first reported a position in NJR in Q1 2026 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • LSV Asset Management held 76,780 shares of New Jersey Resources worth $4.3M as of Q2 2026.
  • LSV Asset Management bought 45,400 New Jersey Resources shares in Q2 2026, an estimated $2.54M.
  • New Jersey Resources made up 0.01% of LSV Asset Management's portfolio in Q2 2026, its #520 holding.
  • LSV Asset Management first reported a position in New Jersey Resources in Q1 2026 and has held it in 2 quarters since.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.