Rockefeller Capital Management
NJR icon

Rockefeller Capital Management’s New Jersey Resources NJR Stock Holding History

Rockefeller Capital 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
Q3 		$302K Buy
5,969
+2,533
+74% +$140K ﹤0.01% 2429
2026
Q2 		$193K Sell
3,436
-310
-8% -$17.3K ﹤0.01% 2624
2026
Q1 		$206K Buy
3,746
+13
+0.3% +$672 ﹤0.01% 2477
2025
Q4 		$172K Buy
3,733
+1,225
+49% +$56.6K ﹤0.01% 2449
2025
Q3 		$121K Buy
+2,508
New +$117K ﹤0.01% 2500
2023
Q3 		– Sell
-16,528
Closed -$780K – 1715
2023
Q2 		$780K Sell
16,528
-1,160
-7% -$58.5K ﹤0.01% 1178
2023
Q1 		$940K Buy
17,688
+402
+2% +$20.5K ﹤0.01% 1102
2022
Q4 		$857K Buy
17,286
+16,105
+1,364% +$735K ﹤0.01% 1068
2022
Q3 		$44K Sell
1,181
-19,561
-94% -$872K ﹤0.01% 2411
2022
Q2 		$923K Sell
20,742
-427
-2% -$19.2K ﹤0.01% 1023
2022
Q1 		$970K Sell
21,169
-103
-0.5% -$4.29K ﹤0.01% 1068
2021
Q4 		$873K Buy
21,272
+21,247
+84,988% +$821K ﹤0.01% 1100
2021
Q3 		$0 Hold
25
– – ﹤0.01% 3796
2021
Q2 		$0 Hold
25
– – ﹤0.01% 3550
2021
Q1 		$0 Hold
25
– – ﹤0.01% 3347
2020
Q4 		$0 Buy
+25
New +$813 ﹤0.01% 2962
2019
Q4 		– Sell
-211
Closed -$10K – 2158
2019
Q3 		$10K Hold
211
– – ﹤0.01% 1426
2019
Q2 		$11K Sell
211
-212
-50% -$10.4K ﹤0.01% 1203
2019
Q1 		$21K Buy
+423
New +$20.1K ﹤0.01% 1216

Other funds holding NJR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Rockefeller Capital Management's NJR Position: Q3 2026 in Review

Rockefeller Capital Management increased its New Jersey Resources (NJR) stake by 74% in Q3 2026, buying an estimated $140K and bringing the position to 5,969 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

Rockefeller Capital Management first reported a position in NJR in Q1 2019 and has held it in 19 quarters since. The position peaked at $970K in Q1 2022. 363 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • Rockefeller Capital Management held 5,969 shares of New Jersey Resources worth $302K as of Q3 2026.
  • Rockefeller Capital Management bought 2,533 New Jersey Resources shares in Q3 2026, an estimated $140K.
  • New Jersey Resources made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2429 holding.
  • Rockefeller Capital Management first reported a position in New Jersey Resources in Q1 2019 and has held it in 19 quarters since.
  • Rockefeller Capital Management's New Jersey Resources position peaked at $970K in Q1 2022.
  • 363 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.