Stifel Financial
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Stifel Financial’s New Jersey Resources NJR Stock Holding History

Stifel 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 		$10.4M Sell
188,962
-1,205
-0.6% -$62.3K 0.01% 938
2025
Q4 		$8.77M Sell
190,167
-10,618
-5% -$491K 0.01% 1018
2025
Q3 		$9.67M Buy
200,785
+2,964
+1% +$138K 0.01% 964
2025
Q2 		$8.87M Buy
197,821
+4,393
+2% +$206K 0.01% 947
2025
Q1 		$9.49M Buy
193,428
+1,659
+0.9% +$78.6K 0.01% 861
2024
Q4 		$8.95M Buy
191,769
+5,631
+3% +$267K 0.01% 904
2024
Q3 		$8.79M Buy
186,138
+3,466
+2% +$158K 0.01% 895
2024
Q2 		$7.81M Sell
182,672
-646
-0.4% -$27.9K 0.01% 911
2024
Q1 		$7.87M Buy
183,318
+3,483
+2% +$147K 0.01% 907
2023
Q4 		$8.02M Buy
179,835
+5,380
+3% +$229K 0.01% 871
2023
Q3 		$7.09M Sell
174,455
-2,883
-2% -$126K 0.01% 862
2023
Q2 		$8.37M Buy
177,338
+1,794
+1% +$90.4K 0.01% 785
2023
Q1 		$9.34M Buy
175,544
+17,266
+11% +$880K 0.01% 713
2022
Q4 		$7.85M Buy
158,278
+3,768
+2% +$172K 0.01% 762
2022
Q3 		$5.98M Buy
154,510
+4,547
+3% +$203K 0.01% 860
2022
Q2 		$6.68M Buy
149,963
+4,596
+3% +$206K 0.01% 816
2022
Q1 		$6.67M Sell
145,367
-5,451
-4% -$227K 0.01% 910
2021
Q4 		$6.19M Buy
150,818
+7,691
+5% +$297K 0.01% 956
2021
Q3 		$4.98M Buy
143,127
+104,181
+268% +$3.94M 0.01% 1016
2021
Q2 		$1.54M Sell
38,946
-785
-2% -$33.2K ﹤0.01% 1792
2021
Q1 		$1.58M Buy
39,731
+18,780
+90% +$716K ﹤0.01% 1662
2020
Q4 		$745K Buy
20,951
+715
+4% +$23.3K ﹤0.01% 2064
2020
Q3 		$547K Buy
20,236
+919
+5% +$28K ﹤0.01% 2027
2020
Q2 		$630K Buy
19,317
+3,944
+26% +$131K ﹤0.01% 1872
2020
Q1 		$518K Buy
15,373
+1,899
+14% +$74.1K ﹤0.01% 1850
2019
Q4 		$604K Sell
13,474
-100
-0.7% -$4.32K ﹤0.01% 2143
2019
Q3 		$613K Sell
13,574
-12,003
-47% -$563K ﹤0.01% 2051
2019
Q2 		$1.27M Buy
25,577
+917
+4% +$45.2K ﹤0.01% 1655
2019
Q1 		$1.23M Buy
24,660
+1,916
+8% +$91.2K ﹤0.01% 1530
2018
Q4 		$1.05M Buy
22,744
+12,538
+123% +$591K ﹤0.01% 1492
2018
Q3 		$472K Buy
10,206
+402
+4% +$18.5K ﹤0.01% 2116
2018
Q2 		$442K Sell
9,804
-321
-3% -$13.6K ﹤0.01% 2085
2018
Q1 		$406K Buy
10,125
+837
+9% +$32.6K ﹤0.01% 2088
2017
Q4 		$374K Sell
9,288
-3
-0% -$129 ﹤0.01% 2084
2017
Q3 		$390K Sell
9,291
-562
-6% -$23.8K ﹤0.01% 2031
2017
Q2 		$390K Buy
9,853
+237
+2% +$9.72K ﹤0.01% 2006
2017
Q1 		$380K Buy
+9,616
New +$363K ﹤0.01% 1969
2016
Q4 		– Sell
-7,734
Closed -$253K – 2526
2016
Q3 		$253K Sell
7,734
-1,056
-12% -$37.4K ﹤0.01% 2067
2016
Q2 		$340K Buy
8,790
+389
+5% +$14K ﹤0.01% 1979
2016
Q1 		$306K Sell
8,401
-95
-1% -$3.29K ﹤0.01% 1810
2015
Q4 		$280K Buy
8,496
+106
+1% +$3.25K ﹤0.01% 1950
2015
Q3 		$252K Buy
+8,390
New +$238K ﹤0.01% 1902
2015
Q2 		– Sell
-6,557
Closed -$204K – 2396
2015
Q1 		$204K Buy
+6,557
New +$206K ﹤0.01% 2104

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

Stifel Financial's NJR Position: Q1 2026 in Review

Stifel Financial reduced its New Jersey Resources (NJR) stake by 0.63% in Q1 2026, selling an estimated $62.3K and leaving 188,962 shares worth $10.4M. The position accounts for 0.01% of the portfolio, ranked #938.

Stifel Financial first reported a position in NJR in Q1 2015 and has held it in 43 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Stifel Financial held 188,962 shares of New Jersey Resources worth $10.4M as of Q1 2026.
  • Stifel Financial sold 1,205 New Jersey Resources shares in Q1 2026, an estimated $62.3K.
  • New Jersey Resources made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #938 holding.
  • Stifel Financial first reported a position in New Jersey Resources in Q1 2015 and has held it in 43 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.