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Summit Global Investments’s New Jersey Resources NJR Stock Holding History

Summit Global Investments’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 		$514K Hold
9,165
– – 0.03% 335
2026
Q1 		$503K Sell
9,165
-247
-3% -$12.8K 0.03% 331
2025
Q4 		$434K Sell
9,412
-18
-0.2% -$832 0.03% 350
2025
Q3 		$454K Buy
9,430
+1
+0% +$47 0.03% 316
2025
Q2 		$423K Sell
9,429
-15,110
-62% -$708K 0.02% 329
2025
Q1 		$1.2M Sell
24,539
-1,446
-6% -$68.5K 0.09% 137
2024
Q4 		$1.21M Buy
25,985
+10,777
+71% +$511K 0.08% 179
2024
Q3 		$718K Sell
15,208
-16,042
-51% -$732K 0.05% 306
2024
Q2 		$1.34M Buy
+31,250
New +$1.35M 0.09% 180
2020
Q2 		– Sell
-25,000
Closed -$849K – 255
2020
Q1 		$849K Buy
+25,000
New +$976K 0.12% 102

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

Summit Global Investments's NJR Position: Q2 2026 in Review

Summit Global Investments held its New Jersey Resources (NJR) position steady in Q2 2026 at 9,165 shares worth $514K. The position accounts for 0.03% of the portfolio, ranked #335.

Summit Global Investments first reported a position in NJR in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.34M in Q2 2024. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Summit Global Investments held 9,165 shares of New Jersey Resources worth $514K as of Q2 2026.
  • Summit Global Investments left its New Jersey Resources share count unchanged in Q2 2026.
  • New Jersey Resources made up 0.03% of Summit Global Investments's portfolio in Q2 2026, its #335 holding.
  • Summit Global Investments first reported a position in New Jersey Resources in Q1 2020 and has held it in 10 quarters since.
  • Summit Global Investments's New Jersey Resources position peaked at $1.34M in Q2 2024.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.