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Virtus Investment Advisers’s New Jersey Resources NJR Stock Holding History

Virtus Investment Advisers’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 		$192K Sell
3,489
-14
-0.4% -$724 0.05% 386
2025
Q4 		$162K Sell
3,503
-205
-6% -$9.47K 0.04% 433
2025
Q3 		$179K Sell
3,708
-166
-4% -$7.74K 0.05% 281
2025
Q2 		$174K Buy
3,874
+651
+20% +$30.5K 0.06% 258
2025
Q1 		$158K Buy
+3,223
New +$153K 0.04% 314

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

Virtus Investment Advisers's NJR Position: Q1 2026 in Review

Virtus Investment Advisers reduced its New Jersey Resources (NJR) stake by 0.4% in Q1 2026, selling an estimated $724 and leaving 3,489 shares worth $192K. The position accounts for 0.05% of the portfolio, ranked #386.

Virtus Investment Advisers 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.

  • Virtus Investment Advisers held 3,489 shares of New Jersey Resources worth $192K as of Q1 2026.
  • Virtus Investment Advisers sold 14 New Jersey Resources shares in Q1 2026, an estimated $724.
  • New Jersey Resources made up 0.05% of Virtus Investment Advisers's portfolio in Q1 2026, its #386 holding.
  • Virtus Investment Advisers 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 Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.