Wellington Management Group
NJR icon

Wellington Management Group’s New Jersey Resources NJR Stock Holding History

Wellington Management Group’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 		$15.7M Sell
286,003
-14,468
-5% -$748K ﹤0.01% 1111
2025
Q4 		$13.9M Buy
300,471
+3,322
+1% +$153K ﹤0.01% 1158
2025
Q3 		$14.3M Buy
297,149
+4,133
+1% +$193K ﹤0.01% 1150
2025
Q2 		$13.1M Sell
293,016
-11,606
-4% -$544K ﹤0.01% 1124
2025
Q1 		$14.9M Sell
304,622
-1,597
-0.5% -$75.7K ﹤0.01% 1074
2024
Q4 		$14.3M Sell
306,219
-27,038
-8% -$1.28M ﹤0.01% 1085
2024
Q3 		$15.7M Sell
333,257
-8,523
-2% -$389K ﹤0.01% 1034
2024
Q2 		$14.6M Buy
341,780
+12,861
+4% +$555K ﹤0.01% 1037
2024
Q1 		$14.1M Sell
328,919
-490,774
-60% -$20.7M ﹤0.01% 1031
2023
Q4 		$36.5M Buy
819,693
+92,152
+13% +$3.93M 0.01% 794
2023
Q3 		$29.6M Sell
727,541
-523,429
-42% -$22.9M 0.01% 851
2023
Q2 		$59M Sell
1,250,970
-645,007
-34% -$32.5M 0.01% 669
2023
Q1 		$101M Sell
1,895,977
-766,622
-29% -$39.1M 0.02% 533
2022
Q4 		$132M Sell
2,662,599
-233,187
-8% -$10.6M 0.03% 468
2022
Q3 		$112M Buy
2,895,786
+214,468
+8% +$9.56M 0.02% 491
2022
Q2 		$119M Sell
2,681,318
-521,833
-16% -$23.4M 0.02% 495
2022
Q1 		$147M Buy
3,203,151
+589,747
+23% +$24.6M 0.03% 491
2021
Q4 		$107M Buy
2,613,404
+95,302
+4% +$3.68M 0.02% 609
2021
Q3 		$87.7M Buy
2,518,102
+55,422
+2% +$2.1M 0.01% 656
2021
Q2 		$97.4M Buy
2,462,680
+35,150
+1% +$1.48M 0.02% 638
2021
Q1 		$96.8M Buy
2,427,530
+365,895
+18% +$13.9M 0.02% 616
2020
Q4 		$73.3M Buy
2,061,635
+760,419
+58% +$24.7M 0.01% 670
2020
Q3 		$35.2M Buy
1,301,216
+364,406
+39% +$11.1M 0.01% 793
2020
Q2 		$30.6M Buy
936,810
+114,098
+14% +$3.78M 0.01% 822
2020
Q1 		$27.9M Sell
822,712
-658,099
-44% -$25.7M 0.01% 790
2019
Q4 		$66M Buy
1,480,811
+12,963
+0.9% +$560K 0.01% 688
2019
Q3 		$66.4M Sell
1,467,848
-84,304
-5% -$3.95M 0.02% 647
2019
Q2 		$77.3M Buy
1,552,152
+7,252
+0.5% +$357K 0.02% 632
2019
Q1 		$76.9M Sell
1,544,900
-180,328
-10% -$8.58M 0.02% 616
2018
Q4 		$78.8M Sell
1,725,228
-1,018,275
-37% -$48M 0.02% 576
2018
Q3 		$126M Buy
2,743,503
+656,793
+31% +$30.3M 0.03% 511
2018
Q2 		$93.4M Buy
2,086,710
+479,304
+30% +$20.2M 0.02% 595
2018
Q1 		$64.5M Buy
1,607,406
+762,663
+90% +$29.7M 0.01% 698
2017
Q4 		$34M Buy
844,743
+22,198
+3% +$954K 0.01% 896
2017
Q3 		$34.7M Sell
822,545
-126,209
-13% -$5.34M 0.01% 873
2017
Q2 		$37.7M Sell
948,754
-79,954
-8% -$3.28M 0.01% 817
2017
Q1 		$40.7M Buy
1,028,708
+13,260
+1% +$500K 0.01% 795
2016
Q4 		$36M Sell
1,015,448
-34,747
-3% -$1.18M 0.01% 805
2016
Q3 		$34.5M Buy
1,050,195
+14,520
+1% +$514K 0.01% 801
2016
Q2 		$39.9M Sell
1,035,675
-55,247
-5% -$1.99M 0.01% 744
2016
Q1 		$39.7M Sell
1,090,922
-77,959
-7% -$2.7M 0.01% 735
2015
Q4 		$38.5M Sell
1,168,881
-2,544
-0.2% -$78K 0.01% 750
2015
Q3 		$35.2M Buy
1,171,425
+6,910
+0.6% +$196K 0.01% 795
2015
Q2 		$32.1M Buy
1,164,515
+19,122
+2% +$572K 0.01% 853
2015
Q1 		$35.6M Sell
1,145,393
-70,691
-6% -$2.22M 0.01% 841
2014
Q4 		$37.2M Sell
1,216,084
-70,760
-5% -$2.01M 0.01% 823
2014
Q3 		$32.5M Buy
1,286,844
+53,220
+4% +$1.4M 0.01% 857
2014
Q2 		$35.3M Sell
1,233,624
-15,240
-1% -$396K 0.01% 853
2014
Q1 		$31.1M Buy
1,248,864
+278,216
+29% +$6.38M 0.01% 892
2013
Q4 		$22.4M Buy
970,648
+10,500
+1% +$236K 0.01% 970
2013
Q3 		$21.1M Buy
960,148
+155,708
+19% +$3.41M 0.01% 979
2013
Q2 		$16.7M Buy
+804,440
New +$18.2M 0.01% 1028

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

Wellington Management Group's NJR Position: Q1 2026 in Review

Wellington Management Group reduced its New Jersey Resources (NJR) stake by 4.8% in Q1 2026, selling an estimated $748K and leaving 286,003 shares worth $15.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Wellington Management Group first reported a position in NJR in Q2 2013 and has held it in 52 quarters since. The position peaked at $147M in Q1 2022. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Wellington Management Group held 286,003 shares of New Jersey Resources worth $15.7M as of Q1 2026.
  • Wellington Management Group sold 14,468 New Jersey Resources shares in Q1 2026, an estimated $748K.
  • New Jersey Resources made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1111 holding.
  • Wellington Management Group first reported a position in New Jersey Resources in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's New Jersey Resources position peaked at $147M in Q1 2022.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.