Palouse Capital Management’s New Jersey Resources NJR Stock Holding History

Palouse Capital 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 Q2	$90.7K	Hold	1,618	–	–	0.06%	100
2026 Q1	$88.9K	Sell	1,618 -394	-20%	-$20.4K	0.06%	97
2025 Q4	$92.8K	Sell	2,012 -117	-5%	-$5.41K	0.06%	94
2025 Q3	$103K	Hold	2,129	–	–	0.07%	94
2025 Q2	$95.4K	Buy	+2,129	New	+$99.8K	0.06%	92

Other funds holding NJR

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Palouse Capital Management's NJR Position: Q2 2026 in Review

Palouse Capital Management held its New Jersey Resources (NJR) position steady in Q2 2026 at 1,618 shares worth $90.7K. The position accounts for 0.06% of the portfolio, ranked #100.

Palouse Capital Management first reported a position in NJR in Q2 2025 and has held it in 5 quarters since. The position peaked at $103K in Q3 2025. 57 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Palouse Capital Management held 1,618 shares of New Jersey Resources worth $90.7K as of Q2 2026.
Palouse Capital Management left its New Jersey Resources share count unchanged in Q2 2026.
New Jersey Resources made up 0.06% of Palouse Capital Management's portfolio in Q2 2026, its #100 holding.
Palouse Capital Management first reported a position in New Jersey Resources in Q2 2025 and has held it in 5 quarters since.
Palouse Capital Management's New Jersey Resources position peaked at $103K in Q3 2025.
57 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.