Perigon Wealth Management
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Perigon Wealth Management’s New Jersey Resources NJR Stock Holding History

Perigon Wealth 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
Q3 		$488K Sell
9,645
-8
-0.1% -$443 0.01% 925
2026
Q2 		$541K Buy
9,653
+1,386
+17% +$77.5K 0.01% 853
2026
Q1 		$454K Sell
8,267
-637
-7% -$32.9K 0.01% 846
2025
Q4 		$411K Buy
8,904
+1,012
+13% +$46.8K 0.01% 875
2025
Q3 		$380K Buy
7,892
+2
+0% +$93 0.01% 853
2025
Q2 		$354K Sell
7,890
-79
-1% -$3.7K 0.01% 792
2025
Q1 		$391K Sell
7,969
-156
-2% -$7.4K 0.01% 711
2024
Q4 		$385K Sell
8,125
-411
-5% -$19.5K 0.01% 728
2024
Q3 		$403K Buy
8,536
+555
+7% +$25.3K 0.01% 687
2024
Q2 		$341K Buy
7,981
+3
+0% +$129 0.01% 643
2024
Q1 		$342K Sell
7,978
-117
-1% -$4.93K 0.01% 642
2023
Q4 		$361K Buy
8,095
+228
+3% +$9.7K 0.01% 602
2023
Q3 		$320K Buy
7,867
+196
+3% +$8.58K 0.01% 566
2023
Q2 		$362K Buy
7,671
+2
+0% +$101 0.01% 544
2023
Q1 		$408K Sell
7,669
-9
-0.1% -$459 0.02% 440
2022
Q4 		$381K Buy
+7,678
New +$351K 0.02% 453

Other funds holding NJR

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Perigon Wealth Management's NJR Position: Q3 2026 in Review

Perigon Wealth Management reduced its New Jersey Resources (NJR) stake by 0.08% in Q3 2026, selling an estimated $443 and leaving 9,645 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #925.

Perigon Wealth Management first reported a position in NJR in Q4 2022 and has held it in 16 quarters since. The position peaked at $541K in Q2 2026. 88 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • Perigon Wealth Management held 9,645 shares of New Jersey Resources worth $488K as of Q3 2026.
  • Perigon Wealth Management sold 8 New Jersey Resources shares in Q3 2026, an estimated $443.
  • New Jersey Resources made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #925 holding.
  • Perigon Wealth Management first reported a position in New Jersey Resources in Q4 2022 and has held it in 16 quarters since.
  • Perigon Wealth Management's New Jersey Resources position peaked at $541K in Q2 2026.
  • 88 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.