Y-Intercept (HK)
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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
Q3 		$1.24M Buy
24,425
+12,653
+107% +$701K 0.03% 891
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

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
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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Farmers & Merchants Trust Company
Farmers & Merchants Trust Company Long Beach, California $484M AUM 18.25% 1-Year Est. Return

Y-Intercept (HK)'s NJR Position: Q3 2026 in Review

Y-Intercept (HK) increased its New Jersey Resources (NJR) stake by 107% in Q3 2026, buying an estimated $701K and bringing the position to 24,425 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #891.

Y-Intercept (HK) first reported a position in NJR in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.37M in Q4 2025. 79 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • Y-Intercept (HK) held 24,425 shares of New Jersey Resources worth $1.24M as of Q3 2026.
  • Y-Intercept (HK) bought 12,653 New Jersey Resources shares in Q3 2026, an estimated $701K.
  • New Jersey Resources made up 0.03% of Y-Intercept (HK)'s portfolio in Q3 2026, its #891 holding.
  • Y-Intercept (HK) first reported a position in New Jersey Resources in Q3 2021 and has held it in 13 quarters since.
  • Y-Intercept (HK)'s New Jersey Resources position peaked at $1.37M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.