Strategy Asset Managers
NJR icon

Strategy Asset Managers’s New Jersey Resources NJR Stock Holding History

Strategy Asset Managers’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 		$466K Buy
9,214
+263
+3% +$14.6K 0.07% 160
2026
Q2 		$502K Sell
8,951
-283
-3% -$15.8K 0.07% 162
2026
Q1 		$507K Buy
9,234
+23
+0.2% +$1.19K 0.08% 156
2025
Q4 		$425K Sell
9,211
-102
-1% -$4.71K 0.07% 167
2025
Q3 		$448K Buy
9,313
+183
+2% +$8.53K 0.08% 154
2025
Q2 		$409K Sell
9,130
-188
-2% -$8.81K 0.08% 158
2025
Q1 		$457K Buy
9,318
+581
+7% +$27.5K 0.09% 152
2024
Q4 		$408K Buy
8,737
+145
+2% +$6.87K 0.08% 155
2024
Q3 		$406K Buy
8,592
+496
+6% +$22.6K 0.08% 165
2024
Q2 		$382K Buy
8,096
+154
+2% +$6.64K 0.08% 154
2024
Q1 		$341K Buy
7,942
+390
+5% +$16.4K 0.07% 166
2023
Q4 		$337K Buy
7,552
+116
+2% +$4.94K 0.08% 157
2023
Q3 		$302K Sell
7,436
-660
-8% -$28.9K 0.08% 163
2023
Q2 		$382K Sell
8,096
-178
-2% -$8.97K 0.08% 154
2023
Q1 		$440K Sell
8,274
-527
-6% -$26.9K 0.11% 139
2022
Q4 		$437K Buy
8,801
+34
+0.4% +$1.55K 0.11% 143
2022
Q3 		$339K Buy
+8,767
New +$391K 0.09% 163
2022
Q2 		– Sell
-6,769
Closed -$310K – 224
2022
Q1 		$310K Buy
+6,769
New +$282K 0.07% 197
2021
Q4 		– Sell
-6,683
Closed -$233K – 226
2021
Q3 		$233K Buy
6,683
+471
+8% +$17.8K 0.05% 244
2021
Q2 		$245K Buy
6,212
+578
+10% +$24.4K 0.05% 241
2021
Q1 		$224K Sell
5,634
-204
-3% -$7.78K 0.05% 227
2020
Q4 		$208K Buy
+5,838
New +$190K 0.05% 235

Other funds holding NJR

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Strategy Asset Managers's NJR Position: Q3 2026 in Review

Strategy Asset Managers increased its New Jersey Resources (NJR) stake by 2.9% in Q3 2026, buying an estimated $14.6K and bringing the position to 9,214 shares worth $466K. The position accounts for 0.07% of the portfolio, ranked #160.

Strategy Asset Managers first reported a position in NJR in Q4 2020 and has held it in 22 quarters since. The position peaked at $507K in Q1 2026. 59 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • Strategy Asset Managers held 9,214 shares of New Jersey Resources worth $466K as of Q3 2026.
  • Strategy Asset Managers bought 263 New Jersey Resources shares in Q3 2026, an estimated $14.6K.
  • New Jersey Resources made up 0.07% of Strategy Asset Managers's portfolio in Q3 2026, its #160 holding.
  • Strategy Asset Managers first reported a position in New Jersey Resources in Q4 2020 and has held it in 22 quarters since.
  • Strategy Asset Managers's New Jersey Resources position peaked at $507K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Strategy Asset Managers's 13F filing for Q3 2026, filed 14 Oct 2026.