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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
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 $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

Strategy Asset Managers's NJR Position: Q1 2026 in Review

Strategy Asset Managers increased its New Jersey Resources (NJR) stake by 0.25% in Q1 2026, buying an estimated $1.19K and bringing the position to 9,234 shares worth $507K. The position accounts for 0.08% of the portfolio, ranked #156.

Strategy Asset Managers first reported a position in NJR in Q4 2020 and has held it in 20 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Strategy Asset Managers held 9,234 shares of New Jersey Resources worth $507K as of Q1 2026.
  • Strategy Asset Managers bought 23 New Jersey Resources shares in Q1 2026, an estimated $1.19K.
  • New Jersey Resources made up 0.08% of Strategy Asset Managers's portfolio in Q1 2026, its #156 holding.
  • Strategy Asset Managers first reported a position in New Jersey Resources in Q4 2020 and has held it in 20 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Strategy Asset Managers's 13F filing for Q1 2026, filed 12 May 2026.