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&Partners’s New Jersey Resources NJR Stock Holding History

&Partners’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 		$1.6M Buy
29,171
+2,267
+8% +$117K 0.01% 1032
2025
Q4 		$1.24M Buy
26,904
+7,339
+38% +$339K 0.01% 1112
2025
Q3 		$942K Buy
19,565
+6,406
+49% +$299K 0.01% 1119
2025
Q2 		$589K Buy
13,159
+2,189
+20% +$103K ﹤0.01% 1269
2025
Q1 		$542K Sell
10,970
-5,251
-32% -$249K 0.01% 1103
2024
Q4 		$756K Sell
16,221
-135
-0.8% -$6.4K 0.01% 885
2024
Q3 		$763K Buy
16,356
+5,412
+49% +$247K 0.01% 672
2024
Q2 		$468K Buy
10,944
+1,860
+20% +$80.2K 0.02% 569
2024
Q1 		$390K Buy
+9,084
New +$383K 0.05% 320

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

&Partners's NJR Position: Q1 2026 in Review

&Partners increased its New Jersey Resources (NJR) stake by 8.4% in Q1 2026, buying an estimated $117K and bringing the position to 29,171 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #1032.

&Partners first reported a position in NJR in Q1 2024 and has held it in 9 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • &Partners held 29,171 shares of New Jersey Resources worth $1.6M as of Q1 2026.
  • &Partners bought 2,267 New Jersey Resources shares in Q1 2026, an estimated $117K.
  • New Jersey Resources made up 0.01% of &Partners's portfolio in Q1 2026, its #1032 holding.
  • &Partners first reported a position in New Jersey Resources in Q1 2024 and has held it in 9 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.