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Summit Financial’s New Jersey Resources NJR Stock Holding History

Summit 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 		$502K Buy
9,065
+1,308
+17% +$67.6K 0.01% 993
2025
Q4 		$361K Sell
7,757
-580
-7% -$26.8K 0.01% 1010
2025
Q3 		$401K Buy
8,337
+96
+1% +$4.47K 0.01% 955
2025
Q2 		$373K Buy
8,241
+74
+0.9% +$3.47K 0.01% 634
2025
Q1 		$401K Buy
8,167
+212
+3% +$10.1K 0.01% 565
2024
Q4 		$375K Buy
7,955
+142
+2% +$6.73K 0.01% 494
2024
Q3 		$372K Sell
7,813
-331
-4% -$15.1K 0.01% 423
2024
Q2 		$351K Buy
8,144
+1,028
+14% +$44.3K 0.02% 390
2024
Q1 		$308K Sell
7,116
-39
-0.5% -$1.65K 0.02% 316
2023
Q4 		$322K Sell
7,155
-237
-3% -$10.1K 0.02% 291
2023
Q3 		$303K Buy
7,392
+69
+0.9% +$3.02K 0.02% 289
2023
Q2 		$348K Buy
+7,323
New +$369K 0.03% 262

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

Summit Financial's NJR Position: Q1 2026 in Review

Summit Financial increased its New Jersey Resources (NJR) stake by 17% in Q1 2026, buying an estimated $67.6K and bringing the position to 9,065 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #993.

Summit Financial first reported a position in NJR in Q2 2023 and has held it in 12 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Summit Financial held 9,065 shares of New Jersey Resources worth $502K as of Q1 2026.
  • Summit Financial bought 1,308 New Jersey Resources shares in Q1 2026, an estimated $67.6K.
  • New Jersey Resources made up 0.01% of Summit Financial's portfolio in Q1 2026, its #993 holding.
  • Summit Financial first reported a position in New Jersey Resources in Q2 2023 and has held it in 12 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.