Winton Group’s New Jersey Resources NJR Stock Holding History

Winton 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	$264K	Buy	+4,800	New	+$248K	0.01%	894
2019 Q1	–	Sell	-4,534	Closed	-$207K	–	1144
2018 Q4	$207K	Sell	4,534 -7,656	-63%	-$361K	﹤0.01%	795
2018 Q3	$562K	Sell	12,190 -179,456	-94%	-$8.27M	0.01%	577
2018 Q2	$8.58M	Buy	191,646 +68,083	+55%	+$2.88M	0.22%	179
2018 Q1	$4.96M	Buy	123,563 +8,153	+7%	+$318K	0.14%	219
2017 Q4	$4.64M	Sell	115,410 -29,684	-20%	-$1.28M	0.13%	279
2017 Q3	$6.12M	Sell	145,094 -40,891	-22%	-$1.73M	0.19%	131
2017 Q2	$7.38M	Buy	185,985 +94,056	+102%	+$3.86M	0.22%	135
2017 Q1	$3.64M	Buy	91,929 +42,353	+85%	+$1.6M	0.1%	211
2016 Q4	$1.76M	Buy	+49,576	New	+$1.68M	0.06%	264

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Winton Group's NJR Position: Q1 2026 in Review

Winton Group opened a new position in New Jersey Resources (NJR) in Q1 2026: 4,800 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #894 among its holdings. This is a return to the name: Winton Group previously reported a position in NJR as recently as Q4 2018.

Winton Group first reported a position in NJR in Q4 2016 and has held it in 10 quarters since. The position peaked at $8.58M in Q2 2018. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

Winton Group held 4,800 shares of New Jersey Resources worth $264K as of Q1 2026.
New Jersey Resources was a new Winton Group position in Q1 2026.
New Jersey Resources made up 0.01% of Winton Group's portfolio in Q1 2026, its #894 holding.
Winton Group first reported a position in New Jersey Resources in Q4 2016 and has held it in 10 quarters since.
Winton Group's New Jersey Resources position peaked at $8.58M in Q2 2018.
437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Winton Group's 13F filing for Q1 2026, filed 12 May 2026.