SummitTX Capital’s New Jersey Resources NJR Stock Holding History

SummitTX Capital’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	–	Sell	-10,840	Closed	-$595K	–	941
2026 Q1	$595K	Buy	+10,840	New	+$560K	0.02%	535

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

SummitTX Capital's NJR Position: Q2 2026 in Review

SummitTX Capital sold out of New Jersey Resources (NJR) in Q2 2026, closing a stake of 10,840 shares — an estimated $595K sold.

SummitTX Capital first reported a position in NJR in Q1 2026 and held it in 1 quarter. The position peaked at $595K in Q1 2026. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

SummitTX Capital reported no remaining New Jersey Resources position as of Q2 2026 after selling out during the quarter.
SummitTX Capital sold 10,840 New Jersey Resources shares in Q2 2026, an estimated $595K.
SummitTX Capital first reported a position in New Jersey Resources in Q1 2026 and held it in 1 quarter.
SummitTX Capital's New Jersey Resources position peaked at $595K in Q1 2026.
453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.