Mackenzie Financial
NJR icon

Mackenzie Financial’s New Jersey Resources NJR Stock Holding History

Mackenzie Financial’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 		$765K Buy
+13,646
New +$764K ﹤0.01% 1231
2026
Q1 		– Sell
-6,331
Closed -$293K – 1645
2025
Q4 		$293K Sell
6,331
-19,195
-75% -$887K ﹤0.01% 1396
2025
Q3 		$1.23M Buy
25,526
+19,071
+295% +$889K ﹤0.01% 1007
2025
Q2 		$289K Hold
6,455
– – ﹤0.01% 1409
2025
Q1 		$317K Buy
6,455
+166
+3% +$7.87K ﹤0.01% 1367
2024
Q4 		$293K Sell
6,289
-11,358
-64% -$538K ﹤0.01% 1395
2024
Q3 		$833K Buy
17,647
+11,662
+195% +$532K ﹤0.01% 905
2024
Q2 		$256K Hold
5,985
– – ﹤0.01% 1238
2024
Q1 		$257K Hold
5,985
– – ﹤0.01% 1246
2023
Q4 		$267K Hold
5,985
– – ﹤0.01% 1204
2023
Q3 		$239K Hold
5,985
– – ﹤0.01% 1217
2023
Q2 		$284K Hold
5,985
– – ﹤0.01% 1187
2023
Q1 		$318K Hold
5,985
– – ﹤0.01% 1163
2022
Q4 		$297K Sell
5,985
-1,129
-16% -$51.6K ﹤0.01% 1095
2022
Q3 		$275K Sell
7,114
-304
-4% -$13.6K ﹤0.01% 1124
2022
Q2 		$330K Buy
7,418
+1,170
+19% +$52.6K ﹤0.01% 1057
2022
Q1 		$287K Buy
6,248
+1,036
+20% +$43.1K ﹤0.01% 1141
2021
Q4 		$214K Buy
+5,212
New +$201K ﹤0.01% 1309

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

Mackenzie Financial's NJR Position: Q2 2026 in Review

Mackenzie Financial opened a new position in New Jersey Resources (NJR) in Q2 2026: 13,646 shares worth $765K. The stake represents ﹤0.01% of the portfolio and ranks #1231 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in NJR as recently as Q4 2025.

Mackenzie Financial first reported a position in NJR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.23M in Q3 2025. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Mackenzie Financial held 13,646 shares of New Jersey Resources worth $765K as of Q2 2026.
  • New Jersey Resources was a new Mackenzie Financial position in Q2 2026.
  • New Jersey Resources made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1231 holding.
  • Mackenzie Financial first reported a position in New Jersey Resources in Q4 2021 and has held it in 18 quarters since.
  • Mackenzie Financial's New Jersey Resources position peaked at $1.23M in Q3 2025.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.