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Steve Schonfeld’s New Jersey Resources NJR Stock Holding History

Steve Schonfeld’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 		– Sell
-12,775
Closed -$702K – 2870
2026
Q1 		$702K Sell
12,775
-8,759
-41% -$453K ﹤0.01% 1247
2025
Q4 		$993K Sell
21,534
-30,320
-58% -$1.4M ﹤0.01% 1127
2025
Q3 		$2.5M Sell
51,854
-10,306
-17% -$480K 0.01% 918
2025
Q2 		$2.79M Sell
62,160
-38,400
-38% -$1.8M 0.02% 814
2025
Q1 		$4.93M Buy
100,560
+85,260
+557% +$4.04M 0.03% 529
2024
Q4 		$714K Buy
15,300
+6,569
+75% +$311K ﹤0.01% 1264
2024
Q3 		$412K Buy
+8,731
New +$399K ﹤0.01% 1522
2024
Q2 		– Sell
-27,170
Closed -$1.17M – 2437
2024
Q1 		$1.17M Buy
+27,170
New +$1.15M 0.01% 1178
2023
Q4 		– Sell
-12,553
Closed -$510K – 2098
2023
Q3 		$510K Sell
12,553
-9,450
-43% -$414K ﹤0.01% 1202
2023
Q2 		$1.04M Buy
22,003
+16,676
+313% +$840K 0.01% 959
2023
Q1 		$283K Sell
5,327
-57,733
-92% -$2.94M ﹤0.01% 1398
2022
Q4 		$3.13M Sell
63,060
-32,151
-34% -$1.47M 0.03% 650
2022
Q3 		$3.68M Buy
+95,211
New +$4.25M 0.03% 637
2021
Q1 		– Sell
-7,182
Closed -$255K – 2024
2020
Q4 		$255K Sell
7,182
-3,818
-35% -$124K ﹤0.01% 1258
2020
Q3 		$298K Buy
+11,000
New +$335K 0.01% 1093
2020
Q1 		– Sell
-29,922
Closed -$1.33M – 1389
2019
Q4 		$1.33M Buy
29,922
+17,490
+141% +$756K 0.03% 429
2019
Q3 		$562K Buy
+12,432
New +$583K 0.02% 617
2018
Q1 		– Sell
-16,891
Closed -$679K – 913
2017
Q4 		$679K Buy
+16,891
New +$726K 0.06% 382

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

Steve Schonfeld's NJR Position: Q2 2026 in Review

Steve Schonfeld sold out of New Jersey Resources (NJR) in Q2 2026, closing a stake of 12,775 shares — an estimated $702K sold.

Steve Schonfeld first reported a position in NJR in Q4 2017 and held it in 18 quarters. The position peaked at $4.93M in Q1 2025. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Steve Schonfeld reported no remaining New Jersey Resources position as of Q2 2026 after selling out during the quarter.
  • Steve Schonfeld sold 12,775 New Jersey Resources shares in Q2 2026, an estimated $702K.
  • Steve Schonfeld first reported a position in New Jersey Resources in Q4 2017 and held it in 18 quarters.
  • Steve Schonfeld's New Jersey Resources position peaked at $4.93M in Q1 2025.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.