Occudo Quantitative Strategies’s New Jersey Resources NJR Stock Holding History

Occudo Quantitative Strategies’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	–	Sell	-16,707	Closed	-$941K	–	901
2026 Q1	$941K	Buy	+16,707	New	+$864K	0.05%	398
2025 Q1	–	Sell	-8,685	Closed	-$405K	–	829
2024 Q4	$405K	Buy	8,685 +2,849	+49%	+$135K	0.07%	361
2024 Q3	$275K	Buy	+5,836	New	+$266K	0.05%	488
2024 Q2	–	Sell	-31,338	Closed	-$1.34M	–	913
2024 Q1	$1.34M	Buy	+31,338	New	+$1.32M	0.24%	118
2023 Q3	–	Sell	-28,934	Closed	-$1.37M	–	1202
2023 Q2	$1.37M	Buy	+28,934	New	+$1.46M	0.14%	229
2022 Q4	–	Sell	-42,647	Closed	-$1.65M	–	1230
2022 Q3	$1.65M	Buy	+42,647	New	+$1.9M	0.13%	236
2021 Q2	–	Sell	-10,761	Closed	-$429K	–	1001
2021 Q1	$429K	Buy	+10,761	New	+$410K	0.09%	379

Other funds holding NJR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Occudo Quantitative Strategies's NJR Position: Q2 2026 in Review

Occudo Quantitative Strategies sold out of New Jersey Resources (NJR) in Q2 2026, closing a stake of 16,707 shares — an estimated $941K sold.

Occudo Quantitative Strategies first reported a position in NJR in Q1 2021 and held it in 7 quarters. The position peaked at $1.65M in Q3 2022. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Occudo Quantitative Strategies reported no remaining New Jersey Resources position as of Q2 2026 after selling out during the quarter.
Occudo Quantitative Strategies sold 16,707 New Jersey Resources shares in Q2 2026, an estimated $941K.
Occudo Quantitative Strategies first reported a position in New Jersey Resources in Q1 2021 and held it in 7 quarters.
Occudo Quantitative Strategies's New Jersey Resources position peaked at $1.65M in Q3 2022.
453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.