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MAI Capital Management’s New Jersey Resources NJR Stock Holding History

MAI 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
Q1 		$228K Buy
4,157
+332
+9% +$17.2K ﹤0.01% 1396
2025
Q4 		$176K Sell
3,825
-1,838
-32% -$84.9K ﹤0.01% 1362
2025
Q3 		$273K Buy
5,663
+5,582
+6,891% +$260K ﹤0.01% 1148
2025
Q2 		$3.63K Buy
+81
New +$3.8K ﹤0.01% 3194
2025
Q1 		– Sell
-83
Closed -$3.87K – 3525
2024
Q4 		$3.87K Buy
+83
New +$3.93K ﹤0.01% 2853

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAI Capital Management's NJR Position: Q1 2026 in Review

MAI Capital Management increased its New Jersey Resources (NJR) stake by 8.7% in Q1 2026, buying an estimated $17.2K and bringing the position to 4,157 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

MAI Capital Management first reported a position in NJR in Q4 2024 and has held it in 5 quarters since. The position peaked at $273K in Q3 2025. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • MAI Capital Management held 4,157 shares of New Jersey Resources worth $228K as of Q1 2026.
  • MAI Capital Management bought 332 New Jersey Resources shares in Q1 2026, an estimated $17.2K.
  • New Jersey Resources made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1396 holding.
  • MAI Capital Management first reported a position in New Jersey Resources in Q4 2024 and has held it in 5 quarters since.
  • MAI Capital Management's New Jersey Resources position peaked at $273K in Q3 2025.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.