Massachusetts Financial Services
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Massachusetts Financial Services’s New Jersey Resources NJR Stock Holding History

Massachusetts Financial Services’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 		$36M Sell
655,430
-34,749
-5% -$1.8M 0.01% 531
2025
Q4 		$31.8M Buy
690,179
+12,335
+2% +$570K 0.01% 567
2025
Q3 		$32.6M Sell
677,844
-24,196
-3% -$1.13M 0.01% 554
2025
Q2 		$31.5M Sell
702,040
-34,992
-5% -$1.64M 0.01% 544
2025
Q1 		$36.2M Sell
737,032
-17,844
-2% -$846K 0.01% 509
2024
Q4 		$35.2M Sell
754,876
-53,023
-7% -$2.51M 0.01% 520
2024
Q3 		$38.1M Sell
807,899
-22,751
-3% -$1.04M 0.01% 506
2024
Q2 		$35.5M Sell
830,650
-14,968
-2% -$646K 0.01% 511
2024
Q1 		$36.3M Sell
845,618
-3,152
-0.4% -$133K 0.01% 505
2023
Q4 		$37.8M Buy
848,770
+3,710
+0.4% +$158K 0.01% 494
2023
Q3 		$34.3M Sell
845,060
-141,308
-14% -$6.19M 0.01% 493
2023
Q2 		$46.6M Buy
986,368
+41,790
+4% +$2.11M 0.02% 448
2023
Q1 		$50.3M Sell
944,578
-40,326
-4% -$2.05M 0.02% 438
2022
Q4 		$48.9M Sell
984,904
-57,693
-6% -$2.63M 0.02% 444
2022
Q3 		$40.3M Sell
1,042,597
-247,014
-19% -$11M 0.02% 475
2022
Q2 		$57.4M Sell
1,289,611
-135,572
-10% -$6.09M 0.02% 434
2022
Q1 		$65.4M Buy
1,425,183
+28,150
+2% +$1.17M 0.02% 441
2021
Q4 		$57.4M Buy
1,397,033
+57,042
+4% +$2.21M 0.02% 481
2021
Q3 		$46.6M Buy
1,339,991
+55,141
+4% +$2.09M 0.01% 513
2021
Q2 		$50.8M Sell
1,284,850
-132,041
-9% -$5.58M 0.01% 504
2021
Q1 		$56.5M Sell
1,416,891
-96,521
-6% -$3.68M 0.02% 475
2020
Q4 		$53.8M Buy
1,513,412
+33,650
+2% +$1.09M 0.02% 462
2020
Q3 		$40M Buy
1,479,762
+26,041
+2% +$793K 0.01% 458
2020
Q2 		$47.5M Buy
1,453,721
+200,129
+16% +$6.63M 0.02% 427
2020
Q1 		$42.6M Buy
1,253,592
+657,706
+110% +$25.7M 0.02% 395
2019
Q4 		$26.6M Buy
595,886
+30,010
+5% +$1.3M 0.01% 500
2019
Q3 		$25.6M Buy
565,876
+69,335
+14% +$3.25M 0.01% 496
2019
Q2 		$24.7M Buy
496,541
+92,644
+23% +$4.57M 0.01% 511
2019
Q1 		$20.1M Sell
403,897
-55,059
-12% -$2.62M 0.01% 529
2018
Q4 		$21M Sell
458,956
-26,214
-5% -$1.24M 0.01% 496
2018
Q3 		$22.4M Buy
485,170
+72,589
+18% +$3.35M 0.01% 510
2018
Q2 		$18.5M Sell
412,581
-20,618
-5% -$871K 0.01% 523
2018
Q1 		$17.4M Sell
433,199
-28,245
-6% -$1.1M 0.01% 519
2017
Q4 		$18.6M Buy
461,444
+356,716
+341% +$15.3M 0.01% 517
2017
Q3 		$4.41M Buy
104,728
+668
+0.6% +$28.2K ﹤0.01% 666
2017
Q2 		$4.13M Sell
104,060
-7,840
-7% -$322K ﹤0.01% 689
2017
Q1 		$4.43M Sell
111,900
-4,316
-4% -$163K ﹤0.01% 670
2016
Q4 		$4.13M Buy
116,216
+24,467
+27% +$831K ﹤0.01% 680
2016
Q3 		$3.02M Sell
91,749
-4,313
-4% -$153K ﹤0.01% 699
2016
Q2 		$3.7M Buy
+96,062
New +$3.47M ﹤0.01% 672

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

Massachusetts Financial Services's NJR Position: Q1 2026 in Review

Massachusetts Financial Services reduced its New Jersey Resources (NJR) stake by 5% in Q1 2026, selling an estimated $1.8M and leaving 655,430 shares worth $36M. The position accounts for 0.01% of the portfolio, ranked #531.

Massachusetts Financial Services first reported a position in NJR in Q2 2016 and has held it in 40 quarters since. The position peaked at $65.4M in Q1 2022. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Massachusetts Financial Services held 655,430 shares of New Jersey Resources worth $36M as of Q1 2026.
  • Massachusetts Financial Services sold 34,749 New Jersey Resources shares in Q1 2026, an estimated $1.8M.
  • New Jersey Resources made up 0.01% of Massachusetts Financial Services's portfolio in Q1 2026, its #531 holding.
  • Massachusetts Financial Services first reported a position in New Jersey Resources in Q2 2016 and has held it in 40 quarters since.
  • Massachusetts Financial Services's New Jersey Resources position peaked at $65.4M in Q1 2022.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.