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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
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% +$4.95K 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

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

Strategy Asset Managers's NJR Position: Q2 2026 in Review

Strategy Asset Managers reduced its New Jersey Resources (NJR) stake by 3.1% in Q2 2026, selling an estimated $15.8K and leaving 8,951 shares worth $502K. The position accounts for 0.07% of the portfolio, ranked #162.

Strategy Asset Managers first reported a position in NJR in Q4 2020 and has held it in 21 quarters since. The position peaked at $507K in Q1 2026. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Strategy Asset Managers held 8,951 shares of New Jersey Resources worth $502K as of Q2 2026.
  • Strategy Asset Managers sold 283 New Jersey Resources shares in Q2 2026, an estimated $15.8K.
  • New Jersey Resources made up 0.07% of Strategy Asset Managers's portfolio in Q2 2026, its #162 holding.
  • Strategy Asset Managers first reported a position in New Jersey Resources in Q4 2020 and has held it in 21 quarters since.
  • Strategy Asset Managers's New Jersey Resources position peaked at $507K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Strategy Asset Managers's 13F filing for Q2 2026, filed 14 Aug 2026.