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Plato Investment Management’s New Jersey Resources NJR Stock Holding History

Plato Investment 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 		$58.9K Hold
1,071
– – ﹤0.01% 444
2025
Q4 		$49.6K Buy
1,071
+852
+389% +$39.4K ﹤0.01% 435
2025
Q3 		$10.5K Hold
219
– – ﹤0.01% 466
2025
Q2 		$9.78K Buy
219
+17
+8% +$797 ﹤0.01% 473
2025
Q1 		$10K Buy
202
+181
+862% +$8.58K ﹤0.01% 490
2024
Q4 		$983 Hold
21
– – ﹤0.01% 579
2024
Q3 		$990 Sell
21
-34
-62% -$1.55K ﹤0.01% 539
2024
Q2 		$2.35K Hold
55
– – ﹤0.01% 468
2024
Q1 		$2.36K Hold
55
– – ﹤0.01% 456
2023
Q4 		$2.45K Buy
+55
New +$2.34K ﹤0.01% 403

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

Plato Investment Management's NJR Position: Q1 2026 in Review

Plato Investment Management held its New Jersey Resources (NJR) position steady in Q1 2026 at 1,071 shares worth $58.9K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Plato Investment Management first reported a position in NJR in Q4 2023 and has held it in 10 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Plato Investment Management held 1,071 shares of New Jersey Resources worth $58.9K as of Q1 2026.
  • Plato Investment Management left its New Jersey Resources share count unchanged in Q1 2026.
  • New Jersey Resources made up ﹤0.01% of Plato Investment Management's portfolio in Q1 2026, its #444 holding.
  • Plato Investment Management first reported a position in New Jersey Resources in Q4 2023 and has held it in 10 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.