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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
Q2 		$292K Buy
5,203
+1,032
+25% +$57.7K 0.02% 636
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 $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 $3.38T AUM 44.17% 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

Transcend Capital Advisors's NJR Position: Q2 2026 in Review

Transcend Capital Advisors increased its New Jersey Resources (NJR) stake by 25% in Q2 2026, buying an estimated $57.7K and bringing the position to 5,203 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #636.

Transcend Capital Advisors first reported a position in NJR in Q4 2019 and has held it in 5 quarters since. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Transcend Capital Advisors held 5,203 shares of New Jersey Resources worth $292K as of Q2 2026.
  • Transcend Capital Advisors bought 1,032 New Jersey Resources shares in Q2 2026, an estimated $57.7K.
  • New Jersey Resources made up 0.02% of Transcend Capital Advisors's portfolio in Q2 2026, its #636 holding.
  • Transcend Capital Advisors first reported a position in New Jersey Resources in Q4 2019 and has held it in 5 quarters since.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.