Pathstone Holdings
NJR icon

Pathstone Holdings’s New Jersey Resources NJR Stock Holding History

Pathstone Holdings’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 		$542K Buy
9,870
+168
+2% +$8.68K ﹤0.01% 1720
2025
Q4 		$448K Sell
9,702
-334
-3% -$15.4K ﹤0.01% 1792
2025
Q3 		$484K Buy
10,036
+543
+6% +$25.3K ﹤0.01% 1788
2025
Q2 		$426K Buy
9,493
+351
+4% +$16.5K ﹤0.01% 1789
2025
Q1 		$448K Buy
9,142
+241
+3% +$11.4K ﹤0.01% 1768
2024
Q4 		$416K Sell
8,901
-945
-10% -$44.8K ﹤0.01% 1809
2024
Q3 		$465K Buy
9,846
+743
+8% +$33.9K ﹤0.01% 1758
2024
Q2 		$389K Buy
9,103
+2,271
+33% +$98K ﹤0.01% 1821
2024
Q1 		$293K Sell
6,832
-2,382
-26% -$100K ﹤0.01% 1960
2023
Q4 		$412K Buy
+9,214
New +$393K ﹤0.01% 1632

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

Pathstone Holdings's NJR Position: Q1 2026 in Review

Pathstone Holdings increased its New Jersey Resources (NJR) stake by 1.7% in Q1 2026, buying an estimated $8.68K and bringing the position to 9,870 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

Pathstone Holdings first reported a position in NJR in Q4 2023 and has held it in 10 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Pathstone Holdings held 9,870 shares of New Jersey Resources worth $542K as of Q1 2026.
  • Pathstone Holdings bought 168 New Jersey Resources shares in Q1 2026, an estimated $8.68K.
  • New Jersey Resources made up ﹤0.01% of Pathstone Holdings's portfolio in Q1 2026, its #1720 holding.
  • Pathstone Holdings first reported a position in New Jersey Resources in Q4 2023 and has held it in 10 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.