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
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 $6.73T 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

Rockefeller Capital Management's NJR Position: Q2 2026 in Review

Rockefeller Capital Management reduced its New Jersey Resources (NJR) stake by 8.3% in Q2 2026, selling an estimated $17.3K and leaving 3,436 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #2624.

Rockefeller Capital Management first reported a position in NJR in Q1 2019 and has held it in 18 quarters since. The position peaked at $970K in Q1 2022. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Rockefeller Capital Management held 3,436 shares of New Jersey Resources worth $193K as of Q2 2026.
  • Rockefeller Capital Management sold 310 New Jersey Resources shares in Q2 2026, an estimated $17.3K.
  • New Jersey Resources made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2624 holding.
  • Rockefeller Capital Management first reported a position in New Jersey Resources in Q1 2019 and has held it in 18 quarters since.
  • Rockefeller Capital Management's New Jersey Resources position peaked at $970K in Q1 2022.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.