Pine Valley Investments’s New Jersey Resources NJR Stock Holding History

Pine Valley 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	$287K	Buy	5,130 +13	+0.3%	+$727	0.01%	503
2026 Q1	$281K	Buy	5,117 +15	+0.3%	+$775	0.01%	476
2025 Q4	$235K	Buy	5,102 +14	+0.3%	+$647	0.01%	496
2025 Q3	$245K	Sell	5,088 -486	-9%	-$22.6K	0.01%	487
2025 Q2	$250K	Buy	5,574 +263	+5%	+$12.3K	0.01%	470
2025 Q1	$261K	Sell	5,311 -268	-5%	-$12.7K	0.02%	445
2024 Q4	$260K	Buy	5,579 +16	+0.3%	+$758	0.02%	440
2024 Q3	$263K	Buy	5,563 +16	+0.3%	+$731	0.02%	436
2024 Q2	$237K	Buy	5,547 +16	+0.3%	+$690	0.02%	432
2024 Q1	$237K	Buy	5,531 +415	+8%	+$17.5K	0.02%	438
2023 Q4	$228K	Buy	+5,116	New	+$218K	0.02%	430

Other funds holding NJR

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MCM

Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pine Valley Investments's NJR Position: Q2 2026 in Review

Pine Valley Investments increased its New Jersey Resources (NJR) stake by 0.25% in Q2 2026, buying an estimated $727 and bringing the position to 5,130 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #503.

Pine Valley Investments first reported a position in NJR in Q4 2023 and has held it in 11 quarters since. 181 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Pine Valley Investments held 5,130 shares of New Jersey Resources worth $287K as of Q2 2026.
Pine Valley Investments bought 13 New Jersey Resources shares in Q2 2026, an estimated $727.
New Jersey Resources made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #503 holding.
Pine Valley Investments first reported a position in New Jersey Resources in Q4 2023 and has held it in 11 quarters since.
181 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.