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

Sterling 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 Q1	$374K	Buy	6,813 +973	+17%	+$50.3K	0.01%	904
2025 Q4	$269K	Sell	5,840 -15,481	-73%	-$715K	﹤0.01%	1226
2025 Q3	$1.03M	Buy	21,321 +12,854	+152%	+$599K	0.02%	616
2025 Q2	$379K	Buy	8,467 +1,016	+14%	+$47.6K	0.01%	1051
2025 Q1	$366K	Buy	7,451 +4,297	+136%	+$204K	0.01%	991
2024 Q4	$147K	Buy	3,154 +2,816	+833%	+$133K	﹤0.01%	1342
2024 Q3	$16K	Buy	+338	New	+$15.4K	﹤0.01%	1494
2015 Q2	–	Sell	-30,903	Closed	-$960K	–	914
2015 Q1	$960K	Sell	30,903 -91,075	-75%	-$2.86M	0.01%	460
2014 Q4	$3.73M	Sell	121,978 -1,354	-1%	-$38.5K	0.03%	230
2014 Q3	$3.11M	Buy	+123,332	New	+$3.24M	0.04%	244
2014 Q1	–	Sell	-16,392	Closed	-$379K	–	954
2013 Q4	$379K	Buy	16,392 +1,300	+9%	+$29.2K	﹤0.01%	676
2013 Q3	$332K	Buy	+15,092	New	+$331K	﹤0.01%	551

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Sterling Capital Management's NJR Position: Q1 2026 in Review

Sterling Capital Management increased its New Jersey Resources (NJR) stake by 17% in Q1 2026, buying an estimated $50.3K and bringing the position to 6,813 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #904.

Sterling Capital Management first reported a position in NJR in Q3 2013 and has held it in 12 quarters since. The position peaked at $3.73M in Q4 2014. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Sterling Capital Management held 6,813 shares of New Jersey Resources worth $374K as of Q1 2026.
Sterling Capital Management bought 973 New Jersey Resources shares in Q1 2026, an estimated $50.3K.
New Jersey Resources made up 0.01% of Sterling Capital Management's portfolio in Q1 2026, its #904 holding.
Sterling Capital Management first reported a position in New Jersey Resources in Q3 2013 and has held it in 12 quarters since.
Sterling Capital Management's New Jersey Resources position peaked at $3.73M in Q4 2014.
437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.