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NJR in the 13F filings

New Jersey Res · CUSIP 646025106

Sector · UtilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 2 listed it in both
Shares listed
6,346,612
combined, among listed positions
Reported value
$347m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 11 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +144,131.

Managers listing NJR in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
Neuberger Berman Group LLC1,513,779$83m0.06%Added+30,50727 Oct 2026 (the filing on sec.gov)
AQR Capital Management LLC1,164,415$64munder 0.1%Added+376,78715 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)798,531$44munder 0.1%Trimmed-12,98415 May 2026 (the filing on sec.gov)
MFS Investment Management655,430$36munder 0.1%Trimmed-34,74914 May 2026 (the filing on sec.gov)
Invesco Ltd508,498$28munder 0.1%Trimmed-11,44312 May 2026 (the filing on sec.gov)
Two Sigma Investments LP457,471$25munder 0.1%Trimmed-18,67915 May 2026 (the filing on sec.gov)
Wellington Management Group LLP286,003$16munder 0.1%Trimmed-14,46815 May 2026 (the filing on sec.gov)
AllianceBernstein LP200,984$9.3munder 0.1%Added+8,28715 May 2026 (the filing on sec.gov)
Jane Street Group LLC131,883$7.2munder 0.1%Newnew12 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc111,166$6.1munder 0.1%Added+17,05415 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC93,303$5.1munder 0.1%Added+86,36115 May 2026 (the filing on sec.gov)
Man Group PLC89,823$4.9munder 0.1%Added+24,61715 May 2026 (the filing on sec.gov)
Citadel Advisors LLC63,280$3.5munder 0.1%Trimmed-356,85315 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP62,144$3.4munder 0.1%Added+41,68915 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP48,531$2.7munder 0.1%Added+20,63814 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd42,964$2.4munder 0.1%Held018 May 2026 (the filing on sec.gov)
Holocene Advisors LP39,520$2.2munder 0.1%Trimmed-18,55815 May 2026 (the filing on sec.gov)
Millennium Management LLC28,176$1.5munder 0.1%Trimmed-16,71915 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.27,466$1.5munder 0.1%Added+13,66615 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC12,775$702kunder 0.1%Trimmed-8,75915 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP5,670$311kunder 0.1%Trimmed-2,87515 May 2026 (the filing on sec.gov)
Winton Group Ltd4,800$264kunder 0.1%Newnew12 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q3 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

024682014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
NJR by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$45mn.a.n.a.
Q3 20132$2.8mn.a.n.a.
Q4 20132$1.5mn.a.n.a.
Q1 20141$1.2mn.a.n.a.
Q1 20151$8.2mn.a.n.a.
Q2 20151$1.5mn.a.n.a.
Q3 20151$1.8mn.a.n.a.
Q4 20151$3.8mn.a.n.a.
Q1 20161$3.7mn.a.n.a.
Q2 20161$2.0mn.a.n.a.
Q3 20162$35mn.a.n.a.
Q4 20162$2.4mn.a.n.a.
Q1 20172$39mn.a.n.a.
Q2 20171$7.4mn.a.n.a.
Q3 20172$8.9mn.a.n.a.
Q4 20174$52mn.a.n.a.
Q1 20183$25mn.a.n.a.
Q2 20182$9.0mn.a.n.a.
Q3 20181$18mn.a.n.a.
Q4 20186$89mn.a.n.a.
Q1 20194$74mn.a.n.a.
Q2 20193$21mn.a.n.a.
Q3 20197$49mn.a.n.a.
Q4 20197$58mn.a.n.a.
Q1 20203$49mn.a.n.a.
Q2 20204$51mn.a.n.a.
Q3 20205$45mn.a.n.a.
Q4 20202$56mn.a.n.a.
Q1 20214$63mn.a.n.a.
Q2 20212$6.5mn.a.n.a.
Q4 20212$61mn.a.n.a.
Q1 20223$215mn.a.n.a.
Q2 20223$179mn.a.n.a.
Q3 20223$154mn.a.n.a.
Q4 20223$181mn.a.n.a.
Q1 20233$58mn.a.n.a.
Q2 20233$64mn.a.n.a.
Q3 20232$36mn.a.n.a.
Q4 20231$38m11
Q1 20242$15m20
Q2 20244$91m40
Q3 20244$95m40
Q4 20243$76m12
Q1 20255$114m32
Q2 20253$84m30
Q3 20253$77m21
Q4 20252$71m1315
Q1 20261$83m1114
Q2 20262$98m1014

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

NJR and GEV →NJR and XOM →NJR and CVX →Choose a stock to compare with NJR →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own NJR, latest filings →Back to the 13F Explorer →