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W.H. Reaves & Co’s New Jersey Resources NJR Stock Holding History

W.H. Reaves & Co’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 		$818K Sell
14,603
-12
-0.1% -$671 0.01% 87
2026
Q1 		$803K Buy
14,615
+195
+1% +$10.1K 0.01% 81
2025
Q4 		$665K Sell
14,420
-600
-4% -$27.7K 0.01% 81
2025
Q3 		$723K Hold
15,020
– – 0.01% 77
2025
Q2 		$673K Sell
15,020
-32,066
-68% -$1.5M 0.01% 71
2025
Q1 		$2.31M Buy
47,086
+34,581
+277% +$1.64M 0.06% 61
2024
Q4 		$583K Buy
+12,505
New +$593K 0.02% 70
2021
Q2 		– Sell
-7,219
Closed -$288K – 64
2021
Q1 		$288K Sell
7,219
-410,950
-98% -$15.7M 0.01% 61
2020
Q4 		$14.9M Sell
418,169
-124,264
-23% -$4.04M 0.53% 40
2020
Q3 		$14.7M Buy
542,433
+214,147
+65% +$6.52M 0.57% 37
2020
Q2 		$10.7M Sell
328,286
-10,000
-3% -$331K 0.44% 40
2020
Q1 		$11.5M Sell
338,286
-108,908
-24% -$4.25M 0.53% 41
2019
Q4 		$19.9M Buy
+447,194
New +$19.3M 0.62% 42
2017
Q1 		– Sell
-315,900
Closed -$11.2M – 82
2016
Q4 		$11.2M Buy
+315,900
New +$10.7M 0.42% 53
2014
Q2 		– Sell
-247,800
Closed -$6.17M – 114
2014
Q1 		$6.17M Sell
247,800
-60,000
-19% -$1.38M 0.21% 66
2013
Q4 		$7.12M Sell
307,800
-139,910
-31% -$3.15M 0.24% 63
2013
Q3 		$9.86M Sell
447,710
-168,300
-27% -$3.69M 0.3% 62
2013
Q2 		$12.8M Buy
+616,010
New +$13.9M 0.4% 54

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

W.H. Reaves & Co's NJR Position: Q2 2026 in Review

W.H. Reaves & Co reduced its New Jersey Resources (NJR) stake by 0.08% in Q2 2026, selling an estimated $671 and leaving 14,603 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #87.

W.H. Reaves & Co first reported a position in NJR in Q2 2013 and has held it in 18 quarters since. The position peaked at $19.9M in Q4 2019. 456 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • W.H. Reaves & Co held 14,603 shares of New Jersey Resources worth $818K as of Q2 2026.
  • W.H. Reaves & Co sold 12 New Jersey Resources shares in Q2 2026, an estimated $671.
  • New Jersey Resources made up 0.01% of W.H. Reaves & Co's portfolio in Q2 2026, its #87 holding.
  • W.H. Reaves & Co first reported a position in New Jersey Resources in Q2 2013 and has held it in 18 quarters since.
  • W.H. Reaves & Co's New Jersey Resources position peaked at $19.9M in Q4 2019.
  • 456 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on W.H. Reaves & Co's 13F filing for Q2 2026, filed 30 Jul 2026.