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Xponance’s New Jersey Resources NJR Stock Holding History

Xponance’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 		$828K Buy
15,085
+2,189
+17% +$113K 0.01% 814
2025
Q4 		$595K Sell
12,896
-1,784
-12% -$82.4K ﹤0.01% 886
2025
Q3 		$707K Sell
14,680
-577
-4% -$26.9K 0.01% 834
2025
Q2 		$684K Sell
15,257
-53
-0.3% -$2.48K 0.01% 837
2025
Q1 		$751K Buy
15,310
+288
+2% +$13.7K 0.01% 800
2024
Q4 		$701K Buy
15,022
+1,663
+12% +$78.8K 0.01% 847
2024
Q3 		$631K Buy
13,359
+22
+0.2% +$1K 0.01% 863
2024
Q2 		$570K Sell
13,337
-716
-5% -$30.9K 0.01% 868
2024
Q1 		$603K Buy
14,053
+27
+0.2% +$1.14K 0.01% 889
2023
Q4 		$625K Buy
14,026
+11
+0.1% +$469 0.01% 849
2023
Q3 		$569K Sell
14,015
-183
-1% -$8.01K 0.01% 835
2023
Q2 		$670K Sell
14,198
-900
-6% -$45.4K 0.01% 795
2023
Q1 		$803K Buy
15,098
+133
+0.9% +$6.78K 0.01% 731
2022
Q4 		$743K Sell
14,965
-1
-0% -$46 0.01% 741
2022
Q3 		$579K Buy
14,966
+36
+0.2% +$1.6K 0.01% 782
2022
Q2 		$665K Buy
14,930
+795
+6% +$35.7K 0.01% 738
2022
Q1 		$648K Sell
14,135
-164
-1% -$6.83K 0.01% 782
2021
Q4 		$587K Sell
14,299
-119
-0.8% -$4.6K 0.01% 843
2021
Q3 		$502K Sell
14,418
-754
-5% -$28.5K 0.01% 889
2021
Q2 		$600K Buy
15,172
+4,643
+44% +$196K 0.01% 829
2021
Q1 		$420K Sell
10,529
-2,313
-18% -$88.2K 0.01% 853
2020
Q4 		$457K Buy
12,842
+40
+0.3% +$1.3K 0.01% 791
2020
Q3 		$346K Sell
12,802
-173
-1% -$5.27K 0.01% 801
2020
Q2 		$424K Buy
+12,975
New +$430K 0.01% 678

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

Xponance's NJR Position: Q1 2026 in Review

Xponance increased its New Jersey Resources (NJR) stake by 17% in Q1 2026, buying an estimated $113K and bringing the position to 15,085 shares worth $828K. The position accounts for 0.01% of the portfolio, ranked #814.

Xponance first reported a position in NJR in Q2 2020 and has held it in 24 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Xponance held 15,085 shares of New Jersey Resources worth $828K as of Q1 2026.
  • Xponance bought 2,189 New Jersey Resources shares in Q1 2026, an estimated $113K.
  • New Jersey Resources made up 0.01% of Xponance's portfolio in Q1 2026, its #814 holding.
  • Xponance first reported a position in New Jersey Resources in Q2 2020 and has held it in 24 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.