Principal Financial Group
NJR icon

Principal Financial Group’s New Jersey Resources NJR Stock Holding History

Principal Financial Group’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 		$12.9M Buy
230,222
+3,587
+2% +$201K 0.01% 1269
2026
Q1 		$12.4M Buy
226,635
+9,016
+4% +$466K 0.01% 1211
2025
Q4 		$10M Sell
217,619
-8,841
-4% -$408K 0.01% 1317
2025
Q3 		$10.9M Sell
226,460
-3,848
-2% -$179K 0.01% 1240
2025
Q2 		$10.3M Sell
230,308
-2,119
-0.9% -$99.3K 0.01% 1246
2025
Q1 		$11.4M Buy
232,427
+4,770
+2% +$226K 0.01% 1186
2024
Q4 		$10.6M Sell
227,657
-2,439
-1% -$116K 0.01% 1266
2024
Q3 		$10.9M Sell
230,096
-101,269
-31% -$4.62M 0.01% 1230
2024
Q2 		$14.2M Sell
331,365
-42,722
-11% -$1.84M 0.01% 1075
2024
Q1 		$16.1M Sell
374,087
-21,713
-5% -$916K 0.01% 1063
2023
Q4 		$17.6M Buy
395,800
+8,686
+2% +$370K 0.01% 954
2023
Q3 		$15.7M Buy
387,114
+4,619
+1% +$202K 0.01% 950
2023
Q2 		$18.1M Sell
382,495
-2,237
-0.6% -$113K 0.01% 906
2023
Q1 		$20.5M Buy
384,732
+9,812
+3% +$500K 0.01% 837
2022
Q4 		$18.6M Buy
374,920
+107
+0% +$4.89K 0.01% 867
2022
Q3 		$14.5M Buy
374,813
+334
+0.1% +$14.9K 0.01% 975
2022
Q2 		$16.7M Buy
374,479
+49,476
+15% +$2.22M 0.01% 964
2022
Q1 		$14.9M Sell
325,003
-4,605
-1% -$192K 0.01% 1119
2021
Q4 		$13.5M Sell
329,608
-4,401
-1% -$170K 0.01% 1227
2021
Q3 		$11.6M Sell
334,009
-4,468
-1% -$169K 0.01% 1322
2021
Q2 		$13.4M Buy
338,477
+4,400
+1% +$186K 0.01% 1275
2021
Q1 		$13.3M Buy
334,077
+49,022
+17% +$1.87M 0.01% 1227
2020
Q4 		$10.1M Buy
285,055
+7,633
+3% +$248K 0.01% 1215
2020
Q3 		$7.5M Sell
277,422
-19,525
-7% -$594K 0.01% 1243
2020
Q2 		$9.7M Buy
296,947
+5,904
+2% +$196K 0.01% 1078
2020
Q1 		$9.89M Sell
291,043
-120,566
-29% -$4.7M 0.01% 913
2019
Q4 		$18.3M Buy
411,609
+22,011
+6% +$951K 0.02% 866
2019
Q3 		$17.6M Sell
389,598
-2,054
-0.5% -$96.3K 0.02% 854
2019
Q2 		$19.5M Buy
391,652
+565
+0.1% +$27.8K 0.02% 785
2019
Q1 		$19.5M Sell
391,087
-1,458
-0.4% -$69.4K 0.02% 810
2018
Q4 		$17.9M Sell
392,545
-4,397
-1% -$207K 0.02% 776
2018
Q3 		$18.3M Buy
396,942
+6,309
+2% +$291K 0.02% 916
2018
Q2 		$17.5M Buy
390,633
+10,640
+3% +$449K 0.02% 908
2018
Q1 		$15.2M Buy
379,993
+12,708
+3% +$495K 0.01% 979
2017
Q4 		$14.8M Sell
367,285
-3,560
-1% -$153K 0.01% 1016
2017
Q3 		$15.6M Buy
370,845
+5,726
+2% +$242K 0.02% 965
2017
Q2 		$14.5M Buy
365,119
+16,417
+5% +$673K 0.01% 990
2017
Q1 		$13.8M Buy
348,702
+8,446
+2% +$319K 0.02% 992
2016
Q4 		$12.1M Buy
340,256
+5,277
+2% +$179K 0.02% 1052
2016
Q3 		$11M Buy
334,979
+13,766
+4% +$487K 0.01% 1055
2016
Q2 		$12.4M Buy
321,213
+37,299
+13% +$1.35M 0.02% 907
2016
Q1 		$10.3M Sell
283,914
-298,113
-51% -$10.3M 0.02% 976
2015
Q4 		$19.2M Buy
582,027
+24,555
+4% +$753K 0.03% 592
2015
Q3 		$16.7M Buy
557,472
+19,194
+4% +$546K 0.03% 617
2015
Q2 		$14.8M Sell
538,278
-8,829
-2% -$264K 0.02% 726
2015
Q1 		$17M Buy
547,107
+18,527
+4% +$581K 0.03% 628
2014
Q4 		$16.2M Sell
528,580
-952
-0.2% -$27.1K 0.03% 639
2014
Q3 		$13.4M Sell
529,532
-5,090
-1% -$134K 0.02% 712
2014
Q2 		$15.3M Buy
534,622
+3,480
+0.7% +$90.5K 0.03% 676
2014
Q1 		$13.2M Buy
531,142
+20,142
+4% +$462K 0.02% 730
2013
Q4 		$11.8M Buy
511,000
+37,830
+8% +$851K 0.02% 773
2013
Q3 		$10.4M Buy
473,170
+10,432
+2% +$229K 0.02% 786
2013
Q2 		$9.61M Buy
+462,738
New +$10.5M 0.02% 790

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

Principal Financial Group's NJR Position: Q2 2026 in Review

Principal Financial Group increased its New Jersey Resources (NJR) stake by 1.6% in Q2 2026, buying an estimated $201K and bringing the position to 230,222 shares worth $12.9M. The position accounts for 0.01% of the portfolio, ranked #1269.

Principal Financial Group first reported a position in NJR in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.5M in Q1 2023. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Principal Financial Group held 230,222 shares of New Jersey Resources worth $12.9M as of Q2 2026.
  • Principal Financial Group bought 3,587 New Jersey Resources shares in Q2 2026, an estimated $201K.
  • New Jersey Resources made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1269 holding.
  • Principal Financial Group first reported a position in New Jersey Resources in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's New Jersey Resources position peaked at $20.5M in Q1 2023.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.