Nisa Investment Advisors’s New Jersey Resources NJR Stock Holding History

Nisa Investment 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	$4.33M	Buy	78,142 +43	+0.1%	+$2.22K	0.02%	419
2025 Q4	$3.64M	Buy	78,099 +2,959	+4%	+$137K	0.01%	479
2025 Q3	$3.65M	Sell	75,140 -3,600	-5%	-$168K	0.01%	480
2025 Q2	$3.56M	Sell	78,740 -1,466	-2%	-$68.7K	0.02%	479
2025 Q1	$3.97M	Buy	80,206 +4,912	+7%	+$233K	0.02%	464
2024 Q4	$3.55M	Buy	75,294 +114	+0.2%	+$5.4K	0.01%	530
2024 Q3	$3.58M	Buy	75,180 +27	+0%	+$1.23K	0.02%	510
2024 Q2	$3.24M	Buy	75,153 +76	+0.1%	+$3.28K	0.02%	545
2024 Q1	$3.25M	Buy	75,077 +188	+0.3%	+$7.93K	0.02%	559
2023 Q4	$3.34M	Buy	74,889 +7	+0%	+$298	0.02%	518
2023 Q3	$3.04M	Sell	74,882 -20	-0%	-$876	0.02%	540
2023 Q2	$3.54M	Buy	74,902 +20	+0%	+$1.01K	0.03%	510
2023 Q1	$3.98M	Buy	74,882 +800	+1%	+$40.8K	0.03%	474
2022 Q4	$3.68M	Sell	74,082 -3,000	-4%	-$137K	0.03%	539
2022 Q3	$3M	Buy	77,082 +3,132	+4%	+$140K	0.03%	517
2022 Q2	$3.29M	Sell	73,950 -420	-0.6%	-$18.9K	0.03%	498
2022 Q1	$3.41M	Sell	74,370 -180	-0.2%	-$7.5K	0.02%	514
2021 Q4	$3M	Hold	74,550	–	–	0.02%	526
2021 Q3	$2.6K	Hold	74,550	–	–	0.02%	641
2021 Q2	$2.95K	Sell	74,550 -4,700	-6%	-$199K	0.02%	614
2021 Q1	$3.16K	Sell	79,250 -500	-0.6%	-$19.1K	0.02%	589
2020 Q4	$2.83M	Sell	79,750 -5,625	-7%	-$183K	0.02%	602
2020 Q3	$2.31M	Sell	85,375 -10,300	-11%	-$314K	0.02%	570
2020 Q2	$3.12M	Sell	95,675 -1,399	-1%	-$46.4K	0.03%	465
2020 Q1	$3.3M	Buy	97,074 +23,005	+31%	+$898K	0.04%	394
2019 Q4	$3.3M	Sell	74,069 -1,600	-2%	-$69.1K	0.03%	490
2019 Q3	$3.42M	Buy	75,669 +1,939	+3%	+$90.9K	0.03%	476
2019 Q2	$3.67M	Hold	73,730	–	–	0.03%	447
2019 Q1	$3.67M	Hold	73,730	–	–	0.04%	439
2018 Q4	$3.37M	Sell	73,730 -1,000	-1%	-$47.2K	0.04%	417
2018 Q3	$3.44M	Hold	74,730	–	–	0.03%	472
2018 Q2	$3.34M	Buy	74,730 +5,000	+7%	+$211K	0.03%	456
2018 Q1	$2.8M	Sell	69,730 -150	-0.2%	-$5.84K	0.03%	501
2017 Q4	$2.81M	Hold	69,880	–	–	0.03%	508
2017 Q3	$2.94M	Hold	69,880	–	–	0.03%	476
2017 Q2	$2.77M	Hold	69,880	–	–	0.03%	496
2017 Q1	$2.77M	Sell	69,880 -470	-0.7%	-$17.7K	0.03%	505
2016 Q4	$2.5M	Sell	70,350 -500	-0.7%	-$17K	0.03%	535
2016 Q3	$2.33M	Buy	70,850 +900	+1%	+$31.9K	0.03%	528
2016 Q2	$2.7M	Hold	69,950	–	–	0.04%	462
2016 Q1	$2.55M	Hold	69,950	–	–	0.04%	461
2015 Q4	$2.31M	Hold	69,950	–	–	0.03%	487
2015 Q3	$2.1M	Hold	69,950	–	–	0.03%	518
2015 Q2	$1.93M	Hold	69,950	–	–	0.03%	579
2015 Q1	$2.17M	Buy	69,950 +600	+0.9%	+$18.8K	0.03%	554
2014 Q4	$2.12M	Hold	69,350	–	–	0.03%	565
2014 Q3	$1.75M	Hold	69,350	–	–	0.02%	602
2014 Q2	$1.98M	Sell	69,350 -8,620	-11%	-$224K	0.03%	577
2014 Q1	$1.94M	Sell	77,970 -10,000	-11%	-$229K	0.03%	569
2013 Q4	$2.03M	Hold	87,970	–	–	0.03%	543
2013 Q3	$1.94M	Buy	87,970 +16,420	+23%	+$360K	0.03%	539
2013 Q2	$1.49M	Buy	+71,550	New	+$1.62M	0.02%	617

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

Nisa Investment Advisors's NJR Position: Q1 2026 in Review

Nisa Investment Advisors increased its New Jersey Resources (NJR) stake by 0.06% in Q1 2026, buying an estimated $2.22K and bringing the position to 78,142 shares worth $4.33M. The position accounts for 0.02% of the portfolio, ranked #419.

Nisa Investment Advisors first reported a position in NJR in Q2 2013 and has held it in 52 quarters since. 438 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Nisa Investment Advisors held 78,142 shares of New Jersey Resources worth $4.33M as of Q1 2026.
Nisa Investment Advisors bought 43 New Jersey Resources shares in Q1 2026, an estimated $2.22K.
New Jersey Resources made up 0.02% of Nisa Investment Advisors's portfolio in Q1 2026, its #419 holding.
Nisa Investment Advisors first reported a position in New Jersey Resources in Q2 2013 and has held it in 52 quarters since.
438 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.