Y-Intercept (HK)’s New Jersey Resources NJR Stock Holding History

Y-Intercept (HK)’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	$660K	Buy	11,772 +6,331	+116%	+$354K	0.01%	1219
2026 Q1	$299K	Sell	5,441 -24,229	-82%	-$1.25M	0.01%	1377
2025 Q4	$1.37M	Buy	29,670 +4,684	+19%	+$216K	0.03%	817
2025 Q3	$1.2M	Buy	24,986 +2,852	+13%	+$133K	0.03%	887
2025 Q2	$992K	Buy	22,134 +6,290	+40%	+$295K	0.02%	941
2025 Q1	$777K	Buy	15,844 +10,759	+212%	+$510K	0.05%	512
2024 Q4	$237K	Sell	5,085 -5,317	-51%	-$252K	0.02%	1005
2024 Q3	$491K	Sell	10,402 -12,642	-55%	-$577K	0.03%	784
2024 Q2	$985K	Buy	+23,044	New	+$994K	0.05%	496
2023 Q4	–	Sell	-11,157	Closed	-$453K	–	1510
2023 Q3	$453K	Buy	+11,157	New	+$488K	0.04%	598
2022 Q2	–	Sell	-5,393	Closed	-$247K	–	1085
2022 Q1	$247K	Buy	+5,393	New	+$225K	0.06%	532
2021 Q4	–	Sell	-5,866	Closed	-$204K	–	782
2021 Q3	$204K	Buy	+5,866	New	+$222K	0.04%	577

Other funds holding NJR

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Y-Intercept (HK)'s NJR Position: Q2 2026 in Review

Y-Intercept (HK) increased its New Jersey Resources (NJR) stake by 116% in Q2 2026, buying an estimated $354K and bringing the position to 11,772 shares worth $660K. The position accounts for 0.01% of the portfolio, ranked #1219.

Y-Intercept (HK) first reported a position in NJR in Q3 2021 and has held it in 12 quarters since. The position peaked at $1.37M in Q4 2025. 62 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Y-Intercept (HK) held 11,772 shares of New Jersey Resources worth $660K as of Q2 2026.
Y-Intercept (HK) bought 6,331 New Jersey Resources shares in Q2 2026, an estimated $354K.
New Jersey Resources made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1219 holding.
Y-Intercept (HK) first reported a position in New Jersey Resources in Q3 2021 and has held it in 12 quarters since.
Y-Intercept (HK)'s New Jersey Resources position peaked at $1.37M in Q4 2025.
62 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.