Navalign LLC’s New Jersey Resources NJR Stock Holding History

Navalign LLC’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	–	Sell	-419	Closed	-$19.3K	–	357
2025 Q4	$19.3K	Buy	+419	New	+$19.4K	﹤0.01%	275

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $6.36B AUM 17.8% 1-Year Est. Return

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

Navalign LLC's NJR Position: Q1 2026 in Review

Navalign LLC sold out of New Jersey Resources (NJR) in Q1 2026, closing a stake of 419 shares — an estimated $19.3K sold.

Navalign LLC first reported a position in NJR in Q4 2025 and held it in 1 quarter. The position peaked at $19.3K in Q4 2025. 438 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Navalign LLC reported no remaining New Jersey Resources position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 419 New Jersey Resources shares in Q1 2026, an estimated $19.3K.
Navalign LLC first reported a position in New Jersey Resources in Q4 2025 and held it in 1 quarter.
Navalign LLC's New Jersey Resources position peaked at $19.3K in Q4 2025.
438 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.