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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
Q2 		$200K Buy
3,562
+73
+2% +$4.08K 0.05% 403
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 $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 $3.37T AUM 44.26% 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

Virtus Investment Advisers's NJR Position: Q2 2026 in Review

Virtus Investment Advisers increased its New Jersey Resources (NJR) stake by 2.1% in Q2 2026, buying an estimated $4.08K and bringing the position to 3,562 shares worth $200K. The position accounts for 0.05% of the portfolio, ranked #403.

Virtus Investment Advisers first reported a position in NJR in Q1 2025 and has held it in 6 quarters since. 459 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Virtus Investment Advisers held 3,562 shares of New Jersey Resources worth $200K as of Q2 2026.
  • Virtus Investment Advisers bought 73 New Jersey Resources shares in Q2 2026, an estimated $4.08K.
  • New Jersey Resources made up 0.05% of Virtus Investment Advisers's portfolio in Q2 2026, its #403 holding.
  • Virtus Investment Advisers first reported a position in New Jersey Resources in Q1 2025 and has held it in 6 quarters since.
  • 459 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.