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

Mattern 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 		$9.79M Sell
174,671
-5,345
-3% -$299K 1.14% 46
2026
Q1 		$9.89M Sell
180,016
-1,202
-0.7% -$62.1K 1.18% 30
2025
Q4 		$8.36M Buy
181,218
+9,008
+5% +$416K 0.99% 58
2025
Q3 		$8.29M Sell
172,210
-444
-0.3% -$20.7K 0.97% 53
2025
Q2 		$7.74M Buy
172,654
+2,254
+1% +$106K 0.93% 66
2025
Q1 		$8.36M Buy
170,400
+1,022
+0.6% +$48.4K 1.06% 57
2024
Q4 		$7.9M Sell
169,378
-3,400
-2% -$161K 1.03% 64
2024
Q3 		$8.16M Buy
172,778
+62
+0% +$2.83K 1.03% 62
2024
Q2 		$7.38M Sell
172,716
-619
-0.4% -$26.7K 1.02% 60
2024
Q1 		$7.44M Buy
173,335
+15,718
+10% +$663K 1.01% 66
2023
Q4 		$7.03M Sell
157,617
-6,066
-4% -$259K 1.02% 66
2023
Q3 		$6.65M Buy
163,683
+29,492
+22% +$1.29M 1.08% 49
2023
Q2 		$6.33M Buy
134,191
+3,765
+3% +$190K 1.03% 60
2023
Q1 		$6.94M Buy
130,426
+1,349
+1% +$68.7K 1.22% 26
2022
Q4 		$6.4M Sell
129,077
-6,440
-5% -$294K 1.18% 37
2022
Q3 		$5.25M Sell
135,517
-669
-0.5% -$29.8K 1.09% 50
2022
Q2 		$6.06M Sell
136,186
-8,733
-6% -$392K 1.2% 34
2022
Q1 		$6.65M Buy
144,919
+1,517
+1% +$63.2K 1.19% 33
2021
Q4 		$5.89M Buy
143,402
+2,623
+2% +$101K 1.03% 59
2021
Q3 		$4.9M Buy
140,779
+4,407
+3% +$167K 0.97% 68
2021
Q2 		$5.4M Buy
136,372
+4,171
+3% +$176K 1.07% 55
2021
Q1 		$5.27M Buy
132,201
+1,737
+1% +$66.2K 1.14% 42
2020
Q4 		$4.64M Buy
130,464
+5,783
+5% +$188K 1.1% 48
2020
Q3 		$3.37M Buy
124,681
+26,741
+27% +$814K 0.88% 76
2020
Q2 		$3.2M Buy
97,940
+12,090
+14% +$401K 0.93% 73
2020
Q1 		$2.92M Buy
85,850
+16,930
+25% +$661K 0.99% 69
2019
Q4 		$3.07M Buy
+68,920
New +$2.98M 0.85% 82

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

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

Mattern Capital Management reduced its New Jersey Resources (NJR) stake by 3% in Q2 2026, selling an estimated $299K and leaving 174,671 shares worth $9.79M. The position accounts for 1.14% of the portfolio, ranked #46.

Mattern Capital Management first reported a position in NJR in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.89M in Q1 2026. 457 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Mattern Capital Management held 174,671 shares of New Jersey Resources worth $9.79M as of Q2 2026.
  • Mattern Capital Management sold 5,345 New Jersey Resources shares in Q2 2026, an estimated $299K.
  • New Jersey Resources made up 1.14% of Mattern Capital Management's portfolio in Q2 2026, its #46 holding.
  • Mattern Capital Management first reported a position in New Jersey Resources in Q4 2019 and has held it in 27 quarters since.
  • Mattern Capital Management's New Jersey Resources position peaked at $9.89M in Q1 2026.
  • 457 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Mattern Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.