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

Manchester 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	$4.89K	Sell	89 -7	-7%	-$362	﹤0.01%	895
2025 Q4	$4.43K	Buy	96 +8	+9%	+$370	﹤0.01%	904
2025 Q3	$4.24K	Sell	88 -302	-77%	-$14.1K	﹤0.01%	983
2025 Q2	$17.5K	Hold	390	–	–	﹤0.01%	745
2025 Q1	$19.1K	Sell	390 -4	-1%	-$190	﹤0.01%	717
2024 Q4	$18.4K	Hold	394	–	–	﹤0.01%	712
2024 Q3	$18.6K	Buy	394 +104	+36%	+$4.75K	﹤0.01%	696
2024 Q2	$12.4K	Buy	290 +215	+287%	+$9.27K	﹤0.01%	724
2024 Q1	$3.22K	Buy	75 +16	+27%	+$675	﹤0.01%	790
2023 Q4	$2.63K	Sell	59 -6	-9%	-$256	﹤0.01%	786
2023 Q3	$2.64K	Buy	65 +6	+10%	+$263	﹤0.01%	732
2023 Q2	$2.79K	Hold	59	–	–	﹤0.01%	696
2023 Q1	$3.14K	Hold	59	–	–	﹤0.01%	708
2022 Q4	$2.93K	Hold	59	–	–	﹤0.01%	628
2022 Q3	$2K	Hold	59	–	–	﹤0.01%	673
2022 Q2	$3K	Hold	59	–	–	﹤0.01%	636
2022 Q1	$3K	Hold	59	–	–	﹤0.01%	744
2021 Q4	$2K	Hold	59	–	–	﹤0.01%	859
2021 Q3	$2K	Hold	59	–	–	﹤0.01%	873
2021 Q2	$2K	Hold	59	–	–	﹤0.01%	698
2021 Q1	$2K	Hold	59	–	–	﹤0.01%	597
2020 Q4	$2K	Buy	+59	New	+$1.92K	﹤0.01%	613
2016 Q1	–	Sell	-2,300	Closed	-$76K	–	649
2015 Q4	$76K	Hold	2,300	–	–	0.01%	366
2015 Q3	$69K	Buy	+2,300	New	+$65.4K	0.01%	363
2015 Q1	–	Sell	-1,650	Closed	-$50K	–	757
2014 Q4	$50K	Sell	1,650 -5,250	-76%	-$149K	0.01%	719
2014 Q3	$174K	Sell	6,900 -2,300	-25%	-$60.5K	0.02%	386
2014 Q2	$263K	Hold	9,200	–	–	0.04%	296
2014 Q1	$229K	Buy	9,200 +4,600	+100%	+$106K	0.04%	310
2013 Q4	$106K	Hold	4,600	–	–	0.02%	472
2013 Q3	$101K	Hold	4,600	–	–	0.02%	468
2013 Q2	$96K	Buy	+4,600	New	+$104K	0.02%	455

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Manchester Capital Management reduced its New Jersey Resources (NJR) stake by 7.3% in Q1 2026, selling an estimated $362 and leaving 89 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Manchester Capital Management first reported a position in NJR in Q2 2013 and has held it in 31 quarters since. The position peaked at $263K in Q2 2014. 438 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Manchester Capital Management held 89 shares of New Jersey Resources worth $4.89K as of Q1 2026.
Manchester Capital Management sold 7 New Jersey Resources shares in Q1 2026, an estimated $362.
New Jersey Resources made up ﹤0.01% of Manchester Capital Management's portfolio in Q1 2026, its #895 holding.
Manchester Capital Management first reported a position in New Jersey Resources in Q2 2013 and has held it in 31 quarters since.
Manchester Capital Management's New Jersey Resources position peaked at $263K in Q2 2014.
438 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.