Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s New Jersey Resources NJR Stock Holding History

Northwestern Mutual Wealth 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
Q1 		$219K Sell
3,993
-150
-4% -$7.75K ﹤0.01% 1871
2025
Q4 		$191K Sell
4,143
-2
-0% -$92 ﹤0.01% 1888
2025
Q3 		$200K Sell
4,145
-857
-17% -$39.9K ﹤0.01% 1798
2025
Q2 		$224K Buy
5,002
+453
+10% +$21.2K ﹤0.01% 1689
2025
Q1 		$223K Buy
4,549
+3,929
+634% +$186K ﹤0.01% 1619
2024
Q4 		$28.9K Sell
620
-200
-24% -$9.48K ﹤0.01% 2380
2024
Q3 		$38.7K Buy
820
+277
+51% +$12.6K ﹤0.01% 2251
2024
Q2 		$23.2K Buy
543
+63
+13% +$2.72K ﹤0.01% 2347
2024
Q1 		$20.6K Buy
480
+40
+9% +$1.69K ﹤0.01% 2404
2023
Q4 		$19.6K Buy
440
+40
+10% +$1.71K ﹤0.01% 2404
2023
Q3 		$16.3K Sell
400
-77
-16% -$3.37K ﹤0.01% 2374
2023
Q2 		$22.5K Hold
477
– – ﹤0.01% 2272
2023
Q1 		$25.4K Sell
477
-437
-48% -$22.3K ﹤0.01% 2184
2022
Q4 		$45.4K Buy
914
+380
+71% +$17.4K ﹤0.01% 1947
2022
Q3 		$21K Buy
534
+70
+15% +$3.12K ﹤0.01% 2206
2022
Q2 		$20K Hold
464
– – ﹤0.01% 2253
2022
Q1 		$22K Hold
464
– – ﹤0.01% 2273
2021
Q4 		$19K Sell
464
-98
-17% -$3.79K ﹤0.01% 2356
2021
Q3 		$20K Buy
562
+60
+12% +$2.27K ﹤0.01% 2221
2021
Q2 		$20K Buy
502
+115
+30% +$4.86K ﹤0.01% 2200
2021
Q1 		$15K Hold
387
– – ﹤0.01% 2169
2020
Q4 		$14K Sell
387
-3,124
-89% -$102K ﹤0.01% 2085
2020
Q3 		$95K Buy
3,511
+173
+5% +$5.27K ﹤0.01% 1284
2020
Q2 		$109K Buy
3,338
+2,014
+152% +$66.7K ﹤0.01% 1182
2020
Q1 		$45K Buy
1,324
+12
+0.9% +$468 ﹤0.01% 1431
2019
Q4 		$58K Buy
1,312
+925
+239% +$40K ﹤0.01% 1417
2019
Q3 		$17K Sell
387
-452
-54% -$21.2K ﹤0.01% 1767
2019
Q2 		$42K Sell
839
-5
-0.6% -$246 ﹤0.01% 1458
2019
Q1 		$42K Buy
844
+3
+0.4% +$143 ﹤0.01% 1429
2018
Q4 		$38K Buy
841
+11
+1% +$519 ﹤0.01% 1355
2018
Q3 		$38K Sell
830
-198
-19% -$9.12K ﹤0.01% 1423
2018
Q2 		$46K Buy
1,028
+203
+25% +$8.57K ﹤0.01% 1277
2018
Q1 		$33K Buy
825
+3
+0.4% +$117 ﹤0.01% 1355
2017
Q4 		$33K Buy
822
+3
+0.4% +$129 ﹤0.01% 1314
2017
Q3 		$35K Buy
819
+3
+0.4% +$127 ﹤0.01% 1246
2017
Q2 		$32K Buy
816
+2
+0.2% +$82 ﹤0.01% 1229
2017
Q1 		$32K Sell
814
-31
-4% -$1.17K ﹤0.01% 1168
2016
Q4 		$30K Buy
+845
New +$28.7K ﹤0.01% 1203
2016
Q3 		– Sell
-452
Closed -$17K – 1056
2016
Q2 		$17K Sell
452
-297
-40% -$10.7K ﹤0.01% 1218
2016
Q1 		$27K Sell
749
-406
-35% -$14.1K ﹤0.01% 1086
2015
Q4 		$38K Buy
1,155
+203
+21% +$6.22K ﹤0.01% 850
2015
Q3 		$29K Buy
952
+574
+152% +$16.3K ﹤0.01% 825
2015
Q2 		$10K Sell
378
-217
-36% -$6.49K ﹤0.01% 1000
2015
Q1 		$18K Buy
595
+399
+204% +$12.5K ﹤0.01% 897
2014
Q4 		$6K Sell
196
-378
-66% -$10.7K ﹤0.01% 1242
2014
Q3 		$14K Hold
574
– – ﹤0.01% 875
2014
Q2 		$16K Hold
574
– – ﹤0.01% 813
2014
Q1 		$14K Buy
574
+352
+159% +$8.08K ﹤0.01% 822
2013
Q4 		$6K Buy
222
+26
+13% +$585 ﹤0.01% 1025
2013
Q3 		$4K Hold
196
– – ﹤0.01% 1052
2013
Q2 		$4K Buy
+196
New +$4.43K ﹤0.01% 990

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

Northwestern Mutual Wealth Management's NJR Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its New Jersey Resources (NJR) stake by 3.6% in Q1 2026, selling an estimated $7.75K and leaving 3,993 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Northwestern Mutual Wealth Management first reported a position in NJR in Q2 2013 and has held it in 51 quarters since. The position peaked at $224K in Q2 2025. 438 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Northwestern Mutual Wealth Management held 3,993 shares of New Jersey Resources worth $219K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 150 New Jersey Resources shares in Q1 2026, an estimated $7.75K.
  • New Jersey Resources made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1871 holding.
  • Northwestern Mutual Wealth Management first reported a position in New Jersey Resources in Q2 2013 and has held it in 51 quarters since.
  • Northwestern Mutual Wealth Management's New Jersey Resources position peaked at $224K in Q2 2025.
  • 438 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.