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PFG Investments’s New Jersey Resources NJR Stock Holding History

PFG Investments’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 		$278K Buy
4,957
+489
+11% +$27.4K 0.01% 976
2026
Q1 		$245K Buy
4,468
+46
+1% +$2.38K 0.01% 962
2025
Q4 		$204K Buy
4,422
+43
+1% +$1.99K 0.01% 1011
2025
Q3 		$211K Buy
+4,379
New +$204K 0.01% 947
2025
Q2 		– Sell
-4,296
Closed -$211K – 1102
2025
Q1 		$211K Sell
4,296
-259
-6% -$12.3K 0.01% 856
2024
Q4 		$212K Buy
4,555
+40
+0.9% +$1.9K 0.01% 874
2024
Q3 		$213K Buy
+4,515
New +$206K 0.01% 869

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

PFG Investments's NJR Position: Q2 2026 in Review

PFG Investments increased its New Jersey Resources (NJR) stake by 11% in Q2 2026, buying an estimated $27.4K and bringing the position to 4,957 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #976.

PFG Investments first reported a position in NJR in Q3 2024 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • PFG Investments held 4,957 shares of New Jersey Resources worth $278K as of Q2 2026.
  • PFG Investments bought 489 New Jersey Resources shares in Q2 2026, an estimated $27.4K.
  • New Jersey Resources made up 0.01% of PFG Investments's portfolio in Q2 2026, its #976 holding.
  • PFG Investments first reported a position in New Jersey Resources in Q3 2024 and has held it in 7 quarters since.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.