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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
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 $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

Perigon Wealth Management's NJR Position: Q1 2026 in Review

Perigon Wealth Management reduced its New Jersey Resources (NJR) stake by 7.2% in Q1 2026, selling an estimated $32.9K and leaving 8,267 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #846.

Perigon Wealth Management first reported a position in NJR in Q4 2022 and has held it in 14 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Perigon Wealth Management held 8,267 shares of New Jersey Resources worth $454K as of Q1 2026.
  • Perigon Wealth Management sold 637 New Jersey Resources shares in Q1 2026, an estimated $32.9K.
  • New Jersey Resources made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #846 holding.
  • Perigon Wealth Management first reported a position in New Jersey Resources in Q4 2022 and has held it in 14 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.