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Yousif Capital Management’s New Jersey Resources NJR Stock Holding History

Yousif Capital Management’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 		$1.56M Sell
27,750
-1,732
-6% -$96.9K 0.02% 813
2026
Q1 		$1.62M Sell
29,482
-1,557
-5% -$80.5K 0.02% 792
2025
Q4 		$1.49M Sell
31,039
-551
-2% -$25.5K 0.02% 867
2025
Q3 		$1.52M Sell
31,590
-2,009
-6% -$93.6K 0.02% 866
2025
Q2 		$1.51M Sell
33,599
-1,006
-3% -$47.2K 0.02% 903
2025
Q1 		$1.7M Sell
34,605
-86
-0.2% -$4.08K 0.02% 805
2024
Q4 		$1.62M Sell
34,691
-1,675
-5% -$79.4K 0.02% 877
2024
Q3 		$1.72M Sell
36,366
-4,981
-12% -$227K 0.02% 866
2024
Q2 		$1.77M Sell
41,347
-3,242
-7% -$140K 0.02% 825
2024
Q1 		$1.91M Sell
44,589
-642
-1% -$27.1K 0.02% 828
2023
Q4 		$2.02M Buy
45,231
+67
+0.1% +$2.86K 0.02% 811
2023
Q3 		$1.84M Sell
45,164
-2,385
-5% -$104K 0.02% 788
2023
Q2 		$2.24M Sell
47,549
-1,650
-3% -$83.1K 0.03% 702
2023
Q1 		$2.62M Buy
49,199
+160
+0.3% +$8.15K 0.03% 611
2022
Q4 		$2.43M Buy
49,039
+65
+0.1% +$2.97K 0.03% 641
2022
Q3 		$1.9M Sell
48,974
-4,590
-9% -$205K 0.03% 782
2022
Q2 		$2.38M Buy
53,564
+1,670
+3% +$75K 0.03% 694
2022
Q1 		$2.38M Buy
51,894
+1,235
+2% +$51.4K 0.03% 814
2021
Q4 		$2.08M Buy
+50,659
New +$1.96M 0.02% 942

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
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Yousif Capital Management's NJR Position: Q2 2026 in Review

Yousif Capital Management reduced its New Jersey Resources (NJR) stake by 5.9% in Q2 2026, selling an estimated $96.9K and leaving 27,750 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #813.

Yousif Capital Management first reported a position in NJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.62M in Q1 2023. 62 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Yousif Capital Management held 27,750 shares of New Jersey Resources worth $1.56M as of Q2 2026.
  • Yousif Capital Management sold 1,732 New Jersey Resources shares in Q2 2026, an estimated $96.9K.
  • New Jersey Resources made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #813 holding.
  • Yousif Capital Management first reported a position in New Jersey Resources in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's New Jersey Resources position peaked at $2.62M in Q1 2023.
  • 62 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.