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Transcend Capital Advisors’s New Jersey Resources NJR Stock Holding History

Transcend Capital Advisors’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 		$229K Buy
+4,171
New +$216K 0.02% 636
2025
Q4 		– Sell
-4,183
Closed -$201K – 742
2025
Q3 		$201K Buy
+4,183
New +$195K 0.01% 663
2020
Q2 		– Sell
-6,146
Closed -$209K – 172
2020
Q1 		$209K Hold
6,146
– – 0.06% 191
2019
Q4 		$274K Buy
+6,146
New +$266K 0.07% 187

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

Transcend Capital Advisors's NJR Position: Q1 2026 in Review

Transcend Capital Advisors opened a new position in New Jersey Resources (NJR) in Q1 2026: 4,171 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #636 among its holdings. This is a return to the name: Transcend Capital Advisors previously reported a position in NJR as recently as Q3 2025.

Transcend Capital Advisors first reported a position in NJR in Q4 2019 and has held it in 4 quarters since. The position peaked at $274K in Q4 2019. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Transcend Capital Advisors held 4,171 shares of New Jersey Resources worth $229K as of Q1 2026.
  • New Jersey Resources was a new Transcend Capital Advisors position in Q1 2026.
  • New Jersey Resources made up 0.02% of Transcend Capital Advisors's portfolio in Q1 2026, its #636 holding.
  • Transcend Capital Advisors first reported a position in New Jersey Resources in Q4 2019 and has held it in 4 quarters since.
  • Transcend Capital Advisors's New Jersey Resources position peaked at $274K in Q4 2019.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.