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Pinnacle Associates’s New Jersey Resources NJR Stock Holding History

Pinnacle Associates’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 		$1.18M Buy
21,505
+458
+2% +$23.7K 0.02% 491
2025
Q4 		$971K Sell
21,047
-445
-2% -$20.6K 0.01% 520
2025
Q3 		$1.03M Sell
21,492
-389
-2% -$18.1K 0.01% 505
2025
Q2 		$981K Sell
21,881
-40
-0.2% -$1.88K 0.01% 513
2025
Q1 		$1.08M Buy
21,921
+40
+0.2% +$1.9K 0.02% 480
2024
Q4 		$1.02M Sell
21,881
-1,340
-6% -$63.5K 0.01% 480
2024
Q3 		$1.04M Buy
23,221
+525
+2% +$24K 0.02% 463
2024
Q2 		$970K Hold
22,696
– – 0.02% 476
2024
Q1 		$974K Sell
22,696
-525
-2% -$22.1K 0.02% 485
2023
Q4 		$1.04M Sell
23,221
-260
-1% -$11.1K 0.02% 471
2023
Q3 		$954K Hold
23,481
– – 0.02% 468
2023
Q2 		$1.11M Sell
23,481
-4,500
-16% -$227K 0.02% 453
2023
Q1 		$1.49M Hold
27,981
– – 0.03% 347
2022
Q4 		$1.39M Hold
27,981
– – 0.03% 351
2022
Q3 		$1.08M Sell
27,981
-926
-3% -$41.3K 0.02% 387
2022
Q2 		$1.29M Sell
28,907
-1,122
-4% -$50.4K 0.03% 355
2022
Q1 		$1.38M Buy
30,029
+95
+0.3% +$3.96K 0.02% 395
2021
Q4 		$1.23M Buy
29,934
+24,118
+415% +$932K 0.02% 414
2021
Q3 		$202K Hold
5,816
– – ﹤0.01% 734
2021
Q2 		$230K Sell
5,816
-30
-0.5% -$1.27K ﹤0.01% 702
2021
Q1 		$233K Buy
5,846
+30
+0.5% +$1.14K ﹤0.01% 675
2020
Q4 		$207K Buy
+5,816
New +$189K ﹤0.01% 672
2020
Q2 		– Sell
-6,016
Closed -$204K – 699
2020
Q1 		$204K Buy
6,016
+1,216
+25% +$47.5K 0.01% 606
2019
Q4 		$214K Hold
4,800
– – ﹤0.01% 665
2019
Q3 		$217K Hold
4,800
– – 0.01% 656
2019
Q2 		$239K Sell
4,800
-4,185
-47% -$206K 0.01% 635
2019
Q1 		$447K Hold
8,985
– – 0.01% 548
2018
Q4 		$410K Sell
8,985
-196
-2% -$9.24K 0.01% 544
2018
Q3 		$423K Hold
9,181
– – 0.01% 539
2018
Q2 		$411K Buy
9,181
+3,885
+73% +$164K 0.01% 540
2018
Q1 		$212K Sell
5,296
-292
-5% -$11.4K ﹤0.01% 637
2017
Q4 		$225K Hold
5,588
– – ﹤0.01% 622
2017
Q3 		$236K Hold
5,588
– – ﹤0.01% 610
2017
Q2 		$222K Hold
5,588
– – ﹤0.01% 619
2017
Q1 		$221K Sell
5,588
-750
-12% -$28.3K ﹤0.01% 614
2016
Q4 		$225K Hold
6,338
– – ﹤0.01% 586
2016
Q3 		$208K Hold
6,338
– – ﹤0.01% 596
2016
Q2 		$244K Hold
6,338
– – 0.01% 568
2016
Q1 		$231K Hold
6,338
– – ﹤0.01% 560
2015
Q4 		$209K Buy
+6,338
New +$194K ﹤0.01% 594
2015
Q3 		– Sell
-12,738
Closed -$351K – 669
2015
Q2 		$351K Sell
12,738
-230
-2% -$6.88K 0.01% 518
2015
Q1 		$403K Buy
12,968
+204
+2% +$6.4K 0.01% 498
2014
Q4 		$391K Sell
12,764
-350
-3% -$9.95K 0.01% 486
2014
Q3 		$331K Buy
13,114
+12
+0.1% +$316 0.01% 515
2014
Q2 		$374K Sell
13,102
-890
-6% -$23.1K 0.01% 493
2014
Q1 		$348K Sell
13,992
-486
-3% -$11.2K 0.01% 487
2013
Q4 		$335K Buy
14,478
+2
+0% +$45 0.01% 502
2013
Q3 		$319K Sell
14,476
-696
-5% -$15.3K 0.01% 497
2013
Q2 		$315K Buy
+15,172
New +$343K 0.01% 471

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

Pinnacle Associates's NJR Position: Q1 2026 in Review

Pinnacle Associates increased its New Jersey Resources (NJR) stake by 2.2% in Q1 2026, buying an estimated $23.7K and bringing the position to 21,505 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #491.

Pinnacle Associates first reported a position in NJR in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.49M in Q1 2023. 438 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Pinnacle Associates held 21,505 shares of New Jersey Resources worth $1.18M as of Q1 2026.
  • Pinnacle Associates bought 458 New Jersey Resources shares in Q1 2026, an estimated $23.7K.
  • New Jersey Resources made up 0.02% of Pinnacle Associates's portfolio in Q1 2026, its #491 holding.
  • Pinnacle Associates first reported a position in New Jersey Resources in Q2 2013 and has held it in 49 quarters since.
  • Pinnacle Associates's New Jersey Resources position peaked at $1.49M in Q1 2023.
  • 438 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.