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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
Q2 		$431K Buy
7,672
+3,515
+85% +$197K ﹤0.01% 1380
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 $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

MAI Capital Management's NJR Position: Q2 2026 in Review

MAI Capital Management increased its New Jersey Resources (NJR) stake by 85% in Q2 2026, buying an estimated $197K and bringing the position to 7,672 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

MAI Capital Management first reported a position in NJR in Q4 2024 and has held it in 6 quarters since. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • MAI Capital Management held 7,672 shares of New Jersey Resources worth $431K as of Q2 2026.
  • MAI Capital Management bought 3,515 New Jersey Resources shares in Q2 2026, an estimated $197K.
  • New Jersey Resources made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1380 holding.
  • MAI Capital Management first reported a position in New Jersey Resources in Q4 2024 and has held it in 6 quarters since.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.