ZIM
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Zacks Investment Management’s New Jersey Resources NJR Stock Holding History

Zacks Investment 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
Q1 		– Sell
-75,201
Closed -$3.47M – 780
2025
Q4 		$3.47M Sell
75,201
-5,640
-7% -$261K 0.03% 271
2025
Q3 		$3.89M Buy
80,841
+2,538
+3% +$118K 0.03% 250
2025
Q2 		$3.51M Buy
78,303
+1,894
+2% +$88.8K 0.03% 264
2025
Q1 		$3.75M Buy
+76,409
New +$3.62M 0.04% 251
2015
Q2 		– Sell
-8,242
Closed -$256K – 692
2015
Q1 		$256K Buy
+8,242
New +$259K 0.01% 543
2014
Q3 		– Sell
-17,788
Closed -$508K – 725
2014
Q2 		$508K Buy
+17,788
New +$462K 0.02% 421

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

Zacks Investment Management's NJR Position: Q1 2026 in Review

Zacks Investment Management sold out of New Jersey Resources (NJR) in Q1 2026, closing a stake of 75,201 shares — an estimated $3.47M sold.

Zacks Investment Management first reported a position in NJR in Q2 2014 and held it in 6 quarters. The position peaked at $3.89M in Q3 2025. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Zacks Investment Management reported no remaining New Jersey Resources position as of Q1 2026 after selling out during the quarter.
  • Zacks Investment Management sold 75,201 New Jersey Resources shares in Q1 2026, an estimated $3.47M.
  • Zacks Investment Management first reported a position in New Jersey Resources in Q2 2014 and held it in 6 quarters.
  • Zacks Investment Management's New Jersey Resources position peaked at $3.89M in Q3 2025.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.