James T. Borello RIA
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James T. Borello RIA’s New Jersey Resources NJR Stock Holding History

James T. Borello RIA’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
Q3 		$14.3K Hold
282
– – ﹤0.01% 508
2026
Q2 		$15.8K Hold
282
– – ﹤0.01% 476
2026
Q1 		$15.5K Sell
282
-1
-0.4% -$52 ﹤0.01% 439
2025
Q4 		$13.1K Buy
+283
New +$13.1K ﹤0.01% 352

Other funds holding NJR

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

James T. Borello RIA's NJR Position: Q3 2026 in Review

James T. Borello RIA held its New Jersey Resources (NJR) position steady in Q3 2026 at 282 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

James T. Borello RIA first reported a position in NJR in Q4 2025 and has held it in 4 quarters since. The position peaked at $15.8K in Q2 2026. 88 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • James T. Borello RIA held 282 shares of New Jersey Resources worth $14.3K as of Q3 2026.
  • James T. Borello RIA left its New Jersey Resources share count unchanged in Q3 2026.
  • New Jersey Resources made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #508 holding.
  • James T. Borello RIA first reported a position in New Jersey Resources in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's New Jersey Resources position peaked at $15.8K in Q2 2026.
  • 88 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.