Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s New Jersey Resources NJR Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$1.95M Sell
35,529
-578
-2% -$29.9K ﹤0.01% 1254
2025
Q4 		$1.67M Sell
36,107
-2,183
-6% -$101K ﹤0.01% 1323
2025
Q3 		$1.84M Buy
38,290
+4,430
+13% +$206K ﹤0.01% 1334
2025
Q2 		$1.52M Buy
33,860
+282
+0.8% +$13.2K ﹤0.01% 1361
2025
Q1 		$1.65M Buy
+33,578
New +$1.59M ﹤0.01% 1284

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

Universal-Beteiligungs- und Servicegesellschaft's NJR Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its New Jersey Resources (NJR) stake by 1.6% in Q1 2026, selling an estimated $29.9K and leaving 35,529 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in NJR in Q1 2025 and has held it in 5 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 35,529 shares of New Jersey Resources worth $1.95M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 578 New Jersey Resources shares in Q1 2026, an estimated $29.9K.
  • New Jersey Resources made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #1254 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in New Jersey Resources in Q1 2025 and has held it in 5 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.