Raymond James Financial
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Raymond James Financial’s New Jersey Resources NJR Stock Holding History

Raymond James Financial’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 		$8.03M Buy
146,282
+37,352
+34% +$1.93M ﹤0.01% 2201
2025
Q4 		$5.02M Sell
108,930
-2,762
-2% -$128K ﹤0.01% 2508
2025
Q3 		$5.38M Buy
111,692
+36,117
+48% +$1.68M ﹤0.01% 2407
2025
Q2 		$3.39M Sell
75,575
-619
-0.8% -$29K ﹤0.01% 2662
2025
Q1 		$3.74M Sell
76,194
-2,359
-3% -$112K ﹤0.01% 2519
2024
Q4 		$3.66M Buy
+78,553
New +$3.72M ﹤0.01% 2529

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

Raymond James Financial's NJR Position: Q1 2026 in Review

Raymond James Financial increased its New Jersey Resources (NJR) stake by 34% in Q1 2026, buying an estimated $1.93M and bringing the position to 146,282 shares worth $8.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

Raymond James Financial first reported a position in NJR in Q4 2024 and has held it in 6 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Raymond James Financial held 146,282 shares of New Jersey Resources worth $8.03M as of Q1 2026.
  • Raymond James Financial bought 37,352 New Jersey Resources shares in Q1 2026, an estimated $1.93M.
  • New Jersey Resources made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2201 holding.
  • Raymond James Financial first reported a position in New Jersey Resources in Q4 2024 and has held it in 6 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.