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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
Q2 		$59.7K Hold
1,071
– – ﹤0.01% 438
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 $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 $3.38T AUM 44.17% 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

Plato Investment Management's NJR Position: Q2 2026 in Review

Plato Investment Management held its New Jersey Resources (NJR) position steady in Q2 2026 at 1,071 shares worth $59.7K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Plato Investment Management first reported a position in NJR in Q4 2023 and has held it in 11 quarters since. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Plato Investment Management held 1,071 shares of New Jersey Resources worth $59.7K as of Q2 2026.
  • Plato Investment Management left its New Jersey Resources share count unchanged in Q2 2026.
  • New Jersey Resources made up ﹤0.01% of Plato Investment Management's portfolio in Q2 2026, its #438 holding.
  • Plato Investment Management first reported a position in New Jersey Resources in Q4 2023 and has held it in 11 quarters since.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.