Oppenheimer & Co
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Oppenheimer & Co’s New Jersey Resources NJR Stock Holding History

Oppenheimer & Co’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
Q3 		$286K Buy
5,661
+43
+0.8% +$2.38K ﹤0.01% 1452
2026
Q2 		$315K Buy
5,618
+45
+0.8% +$2.52K ﹤0.01% 1458
2026
Q1 		$306K Buy
5,573
+53
+1% +$2.74K ﹤0.01% 1386
2025
Q4 		$255K Sell
5,520
-3,956
-42% -$183K ﹤0.01% 1337
2025
Q3 		$456K Sell
9,476
-1,952
-17% -$91K 0.01% 1213
2025
Q2 		$512K Sell
11,428
-1,457
-11% -$68.3K 0.01% 1139
2025
Q1 		$632K Buy
12,885
+7,817
+154% +$371K 0.01% 996
2024
Q4 		$236K Buy
5,068
+44
+0.9% +$2.09K ﹤0.01% 1384
2024
Q3 		$237K Buy
5,024
+45
+0.9% +$2.06K ﹤0.01% 1341
2024
Q2 		$213K Sell
4,979
-335
-6% -$14.4K ﹤0.01% 1318
2024
Q1 		$228K Sell
5,314
-2,317
-30% -$97.7K ﹤0.01% 1289
2023
Q4 		$340K Sell
7,631
-3,720
-33% -$159K 0.01% 1098
2023
Q3 		$461K Sell
11,351
-98
-0.9% -$4.29K 0.01% 973
2023
Q2 		$540K Buy
11,449
+45
+0.4% +$2.27K 0.01% 938
2023
Q1 		$607K Buy
11,404
+6,190
+119% +$315K 0.01% 870
2022
Q4 		$259K Buy
5,214
+47
+0.9% +$2.15K 0.01% 1136
2022
Q3 		$200K Sell
5,167
-4,526
-47% -$202K ﹤0.01% 1228
2022
Q2 		$432K Sell
9,693
-945
-9% -$42.4K 0.01% 972
2022
Q1 		$488K Buy
10,638
+4,140
+64% +$172K 0.01% 1014
2021
Q4 		$267K Buy
6,498
+511
+9% +$19.8K ﹤0.01% 1281
2021
Q3 		$208K Buy
5,987
+35
+0.6% +$1.32K ﹤0.01% 1385
2021
Q2 		$236K Buy
+5,952
New +$251K ﹤0.01% 1364

Other funds holding NJR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Oppenheimer & Co's NJR Position: Q3 2026 in Review

Oppenheimer & Co increased its New Jersey Resources (NJR) stake by 0.77% in Q3 2026, buying an estimated $2.38K and bringing the position to 5,661 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Oppenheimer & Co first reported a position in NJR in Q2 2021 and has held it in 22 quarters since. The position peaked at $632K in Q1 2025. 207 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • Oppenheimer & Co held 5,661 shares of New Jersey Resources worth $286K as of Q3 2026.
  • Oppenheimer & Co bought 43 New Jersey Resources shares in Q3 2026, an estimated $2.38K.
  • New Jersey Resources made up ﹤0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1452 holding.
  • Oppenheimer & Co first reported a position in New Jersey Resources in Q2 2021 and has held it in 22 quarters since.
  • Oppenheimer & Co's New Jersey Resources position peaked at $632K in Q1 2025.
  • 207 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.