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

Martingale 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
Q1 		$4.04M Buy
73,555
+10,210
+16% +$528K 0.1% 201
2025
Q4 		$2.92M Sell
63,345
-15,586
-20% -$720K 0.07% 239
2025
Q3 		$3.8M Buy
78,931
+12,811
+19% +$597K 0.1% 184
2025
Q2 		$2.96M Buy
66,120
+5,601
+9% +$263K 0.07% 218
2025
Q1 		$2.97M Buy
60,519
+213
+0.4% +$10.1K 0.08% 209
2024
Q4 		$2.81M Buy
60,306
+1,975
+3% +$93.6K 0.07% 225
2024
Q3 		$2.75M Buy
58,331
+12,759
+28% +$583K 0.06% 240
2024
Q2 		$1.95M Buy
45,572
+2,499
+6% +$108K 0.04% 309
2024
Q1 		$1.85M Hold
43,073
– – 0.04% 314
2023
Q4 		$1.92M Buy
43,073
+513
+1% +$21.9K 0.04% 300
2023
Q3 		$1.73M Sell
42,560
-2
-0% -$88 0.04% 303
2023
Q2 		$2.01M Sell
42,562
-4,509
-10% -$227K 0.04% 277
2023
Q1 		$2.5M Sell
47,071
-5,203
-10% -$265K 0.05% 227
2022
Q4 		$2.59M Sell
52,274
-33,872
-39% -$1.55M 0.05% 213
2022
Q3 		$3.33M Sell
86,146
-1,956
-2% -$87.2K 0.07% 187
2022
Q2 		$3.92M Sell
88,102
-33
-0% -$1.48K 0.07% 191
2022
Q1 		$4.04M Buy
88,135
+11,825
+15% +$492K 0.06% 194
2021
Q4 		$3.13M Buy
76,310
+7,211
+10% +$279K 0.04% 215
2021
Q3 		$2.41M Buy
69,099
+37,960
+122% +$1.44M 0.03% 256
2021
Q2 		$1.23M Buy
+31,139
New +$1.32M 0.01% 350
2020
Q1 		– Sell
-141,807
Closed -$6.32M – 1007
2019
Q4 		$6.32M Sell
141,807
-30,906
-18% -$1.34M 0.06% 319
2019
Q3 		$7.81M Sell
172,713
-48,418
-22% -$2.27M 0.08% 269
2019
Q2 		$11M Sell
221,131
-25,806
-10% -$1.27M 0.12% 206
2019
Q1 		$12.3M Buy
246,937
+57,202
+30% +$2.72M 0.13% 180
2018
Q4 		$8.67M Buy
189,735
+31,303
+20% +$1.48M 0.11% 190
2018
Q3 		$7.3M Sell
158,432
-9,016
-5% -$415K 0.09% 229
2018
Q2 		$7.49M Buy
167,448
+101,537
+154% +$4.29M 0.09% 213
2018
Q1 		$2.64M Buy
+65,911
New +$2.57M 0.03% 457
2017
Q1 		– Sell
-28,103
Closed -$998K – 969
2016
Q4 		$998K Buy
28,103
+10,298
+58% +$350K 0.01% 711
2016
Q3 		$586K Sell
17,805
-1,300
-7% -$46K 0.01% 787
2016
Q2 		$737K Sell
19,105
-28,727
-60% -$1.04M 0.01% 590
2016
Q1 		$1.74M Sell
47,832
-50,043
-51% -$1.73M 0.03% 349
2015
Q4 		$3.23M Sell
97,875
-341
-0.3% -$10.5K 0.07% 251
2015
Q3 		$2.95M Sell
98,216
-1,332
-1% -$37.9K 0.07% 251
2015
Q2 		$2.74M Sell
99,548
-1,976
-2% -$59.1K 0.06% 270
2015
Q1 		$3.15M Sell
101,524
-2,734
-3% -$85.8K 0.08% 262
2014
Q4 		$3.19M Sell
104,258
-4,002
-4% -$114K 0.09% 240
2014
Q3 		$2.73M Buy
108,260
+3,280
+3% +$86.3K 0.09% 251
2014
Q2 		$3M Buy
104,980
+94,378
+890% +$2.45M 0.09% 242
2014
Q1 		$264K Buy
+10,602
New +$243K 0.01% 815

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

Martingale Asset Management's NJR Position: Q1 2026 in Review

Martingale Asset Management increased its New Jersey Resources (NJR) stake by 16% in Q1 2026, buying an estimated $528K and bringing the position to 73,555 shares worth $4.04M. The position accounts for 0.1% of the portfolio, ranked #201.

Martingale Asset Management first reported a position in NJR in Q1 2014 and has held it in 40 quarters since. The position peaked at $12.3M in Q1 2019. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Martingale Asset Management held 73,555 shares of New Jersey Resources worth $4.04M as of Q1 2026.
  • Martingale Asset Management bought 10,210 New Jersey Resources shares in Q1 2026, an estimated $528K.
  • New Jersey Resources made up 0.1% of Martingale Asset Management's portfolio in Q1 2026, its #201 holding.
  • Martingale Asset Management first reported a position in New Jersey Resources in Q1 2014 and has held it in 40 quarters since.
  • Martingale Asset Management's New Jersey Resources position peaked at $12.3M in Q1 2019.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.