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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
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% -$7.39K 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% +$9.72K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Perigon Wealth Management's NJR Position: Q2 2026 in Review

Perigon Wealth Management increased its New Jersey Resources (NJR) stake by 17% in Q2 2026, buying an estimated $77.5K and bringing the position to 9,653 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #853.

Perigon Wealth Management first reported a position in NJR in Q4 2022 and has held it in 15 quarters since. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Perigon Wealth Management held 9,653 shares of New Jersey Resources worth $541K as of Q2 2026.
  • Perigon Wealth Management bought 1,386 New Jersey Resources shares in Q2 2026, an estimated $77.5K.
  • New Jersey Resources made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #853 holding.
  • Perigon Wealth Management first reported a position in New Jersey Resources in Q4 2022 and has held it in 15 quarters since.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.