Mercer Global Advisors
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Mercer Global Advisors’s New Jersey Resources NJR Stock Holding History

Mercer Global Advisors’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 		$937K Buy
17,057
+4,574
+37% +$236K ﹤0.01% 1601
2025
Q4 		$576K Buy
12,483
+1,921
+18% +$88.8K ﹤0.01% 1773
2025
Q3 		$509K Buy
10,562
+5,121
+94% +$239K ﹤0.01% 1747
2025
Q2 		$244K Buy
5,441
+375
+7% +$17.6K ﹤0.01% 1972
2025
Q1 		$249K Buy
5,066
+62
+1% +$2.94K ﹤0.01% 1853
2024
Q4 		$233K Sell
5,004
-1,004
-17% -$47.6K ﹤0.01% 1885
2024
Q3 		$282K Buy
6,008
+530
+10% +$24.2K ﹤0.01% 1645
2024
Q2 		$834K Buy
5,478
+659
+14% +$28.4K ﹤0.01% 1050
2024
Q1 		$207K Sell
4,819
-4,670
-49% -$197K ﹤0.01% 1767
2023
Q4 		$423K Buy
9,489
+1,135
+14% +$48.4K ﹤0.01% 1418
2023
Q3 		$339K Buy
+8,354
New +$366K ﹤0.01% 1451
2021
Q3 		– Sell
-5,228
Closed -$207K – 1797
2021
Q2 		$207K Buy
+5,228
New +$221K ﹤0.01% 1555

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

Mercer Global Advisors's NJR Position: Q1 2026 in Review

Mercer Global Advisors increased its New Jersey Resources (NJR) stake by 37% in Q1 2026, buying an estimated $236K and bringing the position to 17,057 shares worth $937K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Mercer Global Advisors first reported a position in NJR in Q2 2021 and has held it in 12 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Mercer Global Advisors held 17,057 shares of New Jersey Resources worth $937K as of Q1 2026.
  • Mercer Global Advisors bought 4,574 New Jersey Resources shares in Q1 2026, an estimated $236K.
  • New Jersey Resources made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1601 holding.
  • Mercer Global Advisors first reported a position in New Jersey Resources in Q2 2021 and has held it in 12 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.