ETF Holdings Breakdown of NJR

NJR institutional holdings

The adjusted close for NJR on 2025-11-13 was 46.62

The following institutional investment holdings of NJR have been identified

Date	ETF ISIN/Name	Num Shares	Book value	Derived Price per Share	Comment
2025-11-13	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	71,157	USD 3,317,339	46.62
2025-11-13	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	89,180	USD 4,157,572	46.62
2025-11-13	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	736	USD 34,312	46.62
Total =		161,073	USD 7,509,223

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with NJR

NewJersey Resources Corporation (NYSE:NJR) Receives $51.43 Consensus Target Price from Brokerages

NewJersey Resources Corporation (NYSE:NJR – Get Free Report) has received an average recommendation of “Hold” from the six analysts that are covering the firm, MarketBeat reports. Four equities research analysts have rated the stock with a hold recommendation and two have assigned a buy recommendation to the company. The average twelve-month target price among brokerages […] - 2025-09-01 03:01:01

NewJersey Resources Corporation (NYSE:NJR) Holdings Boosted by Charles Schwab Investment Management Inc.

Charles Schwab Investment Management Inc. boosted its position in shares of NewJersey Resources Corporation (NYSE:NJR – Free Report) by 0.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,274,588 shares of the utilities provider’s stock after purchasing an additional 7,132 shares during the […] - 2025-08-15 05:44:58

NJR Named Top 25 SAFE Dividend Stock Increasing Payments For Decades

New Jersey Resources Corp (Symbol: NJR) has been named to the Dividend Channel ''S.A.F.E. 25'' list, signifying a stock with above-average ''DividendRank'' statistics including a strong 3.9% yield, as well as a superb track record of at least two decades of dividend growth, acco - 2025-08-05 09:30:55

NewJersey Resources (NYSE:NJR) and Sempra Energy (NYSE:SRE) Head to Head Comparison

NewJersey Resources (NYSE:NJR – Get Free Report) and Sempra Energy (NYSE:SRE – Get Free Report) are both utilities companies, but which is the better investment? We will compare the two businesses based on the strength of their risk, dividends, valuation, analyst recommendations, institutional ownership, profitability and earnings. Valuation & Earnings This table compares NewJersey Resources […] - 2025-07-30 04:54:53

Choreo LLC Boosts Stake in NewJersey Resources Corporation (NYSE:NJR)

Choreo LLC lifted its holdings in NewJersey Resources Corporation (NYSE:NJR – Free Report) by 4.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,404 shares of the utilities provider’s stock after purchasing an additional 372 shares during the quarter. Choreo LLC’s […] - 2025-07-29 04:45:01

Cwm LLC Acquires 390 Shares of NewJersey Resources Corporation (NYSE:NJR)

Cwm LLC increased its holdings in NewJersey Resources Corporation (NYSE:NJR – Free Report) by 10.9% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,972 shares of the utilities provider’s stock after purchasing an additional 390 shares during the period. Cwm LLC’s […] - 2025-07-28 06:28:46

Allianz Asset Management GmbH Grows Position in NewJersey Resources Corporation (NYSE:NJR)

Allianz Asset Management GmbH raised its position in shares of NewJersey Resources Corporation (NYSE:NJR – Free Report) by 93.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 126,226 shares of the utilities provider’s stock after acquiring an additional 60,866 shares during […] - 2025-07-28 04:36:53

NewJersey Resources Corporation (NYSE:NJR) Shares Purchased by State of Michigan Retirement System

State of Michigan Retirement System increased its stake in shares of NewJersey Resources Corporation (NYSE:NJR – Free Report) by 2.1% in the 1st quarter, HoldingsChannel reports. The firm owned 23,985 shares of the utilities provider’s stock after purchasing an additional 500 shares during the period. State of Michigan Retirement System’s holdings in NewJersey Resources were […] - 2025-07-16 05:46:56

Axxcess Wealth Management LLC Makes New Investment in NewJersey Resources Corporation (NYSE:NJR)

Axxcess Wealth Management LLC bought a new position in shares of NewJersey Resources Corporation (NYSE:NJR – Free Report) during the 1st quarter, Holdings Channel reports. The fund bought 4,171 shares of the utilities provider’s stock, valued at approximately $205,000. Several other institutional investors also recently made changes to their positions in NJR. Proficio Capital Partners […] - 2025-07-15 06:00:14

NewJersey Resources Corporation (NYSE:NJR) Given Average Rating of “Hold” by Brokerages

NewJersey Resources Corporation (NYSE:NJR – Get Free Report) has received a consensus rating of “Hold” from the six brokerages that are covering the stock, MarketBeat Ratings reports. Four equities research analysts have rated the stock with a hold rating and two have given a buy rating to the company. The average twelve-month price target among […] - 2025-07-15 03:51:08

NewJersey Resources Corporation (NYSE:NJR) Shares Sold by Allspring Global Investments Holdings LLC

Allspring Global Investments Holdings LLC trimmed its holdings in NewJersey Resources Corporation (NYSE:NJR – Free Report) by 12.9% during the first quarter, HoldingsChannel.com reports. The fund owned 7,117 shares of the utilities provider’s stock after selling 1,052 shares during the period. Allspring Global Investments Holdings LLC’s holdings in NewJersey Resources were worth $350,000 as of […] - 2025-07-11 04:38:49

NewJersey Resources Corporation (NYSE:NJR) Shares Sold by PFG Investments LLC

PFG Investments LLC trimmed its position in NewJersey Resources Corporation (NYSE:NJR – Free Report) by 5.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,296 shares of the utilities provider’s stock after selling 259 shares during the quarter. PFG Investments LLC’s holdings in […] - 2025-06-26 04:57:07

Retirement Systems of Alabama Acquires 1,484 Shares of NewJersey Resources Corporation (NYSE:NJR)

Retirement Systems of Alabama grew its holdings in shares of NewJersey Resources Corporation (NYSE:NJR – Free Report) by 1.2% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 122,064 shares of the utilities provider’s stock after buying an additional 1,484 shares during the period. Retirement Systems […] - 2025-06-25 05:29:00

Brokerages Set NewJersey Resources Corporation (NYSE:NJR) Target Price at $51.29

NewJersey Resources Corporation (NYSE:NJR – Get Free Report) has been assigned an average rating of “Hold” from the six ratings firms that are presently covering the firm, MarketBeat reports. Four equities research analysts have rated the stock with a hold rating and two have assigned a buy rating to the company. The average 1 year […] - 2025-06-18 02:26:54

New Jersey Resources (NYSE:NJR) Research Coverage Started at Raymond James

Raymond James began coverage on shares of New Jersey Resources (NYSE:NJR – Free Report) in a research note released on Friday, Marketbeat Ratings reports. The firm issued an outperform rating and a $49.00 target price on the utilities provider’s stock. A number of other analysts have also issued reports on the stock. Jefferies Financial Group […] - 2025-06-16 02:40:44

UMB Bank n.a. Acquires 905 Shares of New Jersey Resources Co. (NYSE:NJR)

UMB Bank n.a. raised its stake in New Jersey Resources Co. (NYSE:NJR – Free Report) by 107.9% in the 1st quarter, HoldingsChannel reports. The fund owned 1,744 shares of the utilities provider’s stock after buying an additional 905 shares during the quarter. UMB Bank n.a.’s holdings in New Jersey Resources were worth $86,000 at the […] - 2025-06-13 05:04:56

Wealth Enhancement Advisory Services LLC Has $483,000 Position in New Jersey Resources Co. (NYSE:NJR)

Wealth Enhancement Advisory Services LLC boosted its holdings in shares of New Jersey Resources Co. (NYSE:NJR – Free Report) by 12.7% during the 4th quarter, Holdings Channel.com reports. The fund owned 10,347 shares of the utilities provider’s stock after purchasing an additional 1,162 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in New […] - 2025-06-13 04:32:54

New Jersey Resources Co. (NYSE:NJR) Stock Holdings Trimmed by Mackenzie Financial Corp

Mackenzie Financial Corp lowered its position in shares of New Jersey Resources Co. (NYSE:NJR – Free Report) by 64.4% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 6,289 shares of the utilities provider’s stock after selling 11,358 shares during the quarter. Mackenzie Financial Corp’s holdings in New Jersey Resources were worth $293,000 as […] - 2025-06-05 05:26:59

New Jersey Resources Co. (NYSE:NJR) Shares Acquired by Cetera Investment Advisers

Cetera Investment Advisers increased its position in New Jersey Resources Co. (NYSE:NJR – Free Report) by 5.0% during the fourth quarter, Holdings Channel reports. The fund owned 11,569 shares of the utilities provider’s stock after purchasing an additional 555 shares during the quarter. Cetera Investment Advisers’ holdings in New Jersey Resources were worth $540,000 as […] - 2025-05-27 04:40:56

Lazard Asset Management LLC Acquires 1,499 Shares of New Jersey Resources Co. (NYSE:NJR)

Lazard Asset Management LLC grew its holdings in New Jersey Resources Co. (NYSE:NJR – Free Report) by 6,245.8% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 1,523 shares of the utilities provider’s stock after acquiring an additional 1,499 shares during the period. Lazard Asset Management LLC’s holdings in New Jersey Resources were worth […] - 2025-05-26 04:50:58

New Jersey Resources Co. (NYSE:NJR) Shares Sold by Man Group plc

Man Group plc decreased its position in shares of New Jersey Resources Co. (NYSE:NJR – Free Report) by 83.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 18,572 shares of the utilities provider’s stock after selling 93,039 shares during the quarter. Man Group plc’s holdings in New Jersey Resources were worth $866,000 as of […] - 2025-05-25 06:03:21

Bank of America Corp DE Sells 90,569 Shares of New Jersey Resources Co. (NYSE:NJR)

Bank of America Corp DE trimmed its holdings in shares of New Jersey Resources Co. (NYSE:NJR – Free Report) by 24.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 282,865 shares of the utilities provider’s stock after selling 90,569 […] - 2025-05-22 04:32:55

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Increases Stock Holdings in New Jersey Resources Co. (NYSE:NJR)

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of New Jersey Resources Co. (NYSE:NJR – Free Report) by 4.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 55,941 shares of the utilities provider’s stock after buying an additional 2,159 […] - 2025-05-21 06:14:48

Ameriprise Financial Inc. Has $21.24 Million Holdings in New Jersey Resources Co. (NYSE:NJR)

Ameriprise Financial Inc. cut its holdings in shares of New Jersey Resources Co. (NYSE:NJR – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 455,258 shares of the utilities provider’s stock after selling 13,050 shares during the […] - 2025-05-16 05:03:21

New Jersey Resources Co. (NYSE:NJR) Stock Holdings Lessened by The Manufacturers Life Insurance Company

The Manufacturers Life Insurance Company cut its stake in shares of New Jersey Resources Co. (NYSE:NJR – Free Report) by 2.0% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 113,498 shares of the utilities provider’s stock after selling 2,312 shares during the period. The Manufacturers Life […] - 2025-05-08 06:12:52

Tudor Investment Corp ET AL Buys 7,512 Shares of New Jersey Resources Co. (NYSE:NJR)

Tudor Investment Corp ET AL lifted its stake in New Jersey Resources Co. (NYSE:NJR – Free Report) by 129.7% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 13,305 shares of the utilities provider’s stock after buying an additional 7,512 shares during the quarter. Tudor […] - 2025-05-08 05:30:53

Raymond James Financial Inc. Makes New Investment in New Jersey Resources Co. (NYSE:NJR)

Raymond James Financial Inc. purchased a new position in New Jersey Resources Co. (NYSE:NJR – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 78,554 shares of the utilities provider’s stock, valued at approximately $3,665,000. Raymond James Financial Inc. owned […] - 2025-04-28 04:50:58

Bank of Montreal Can Cuts Holdings in New Jersey Resources Co. (NYSE:NJR)

Bank of Montreal Can lowered its stake in shares of New Jersey Resources Co. (NYSE:NJR – Free Report) by 8.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 53,796 shares of the utilities provider’s stock after selling 4,658 shares […] - 2025-04-17 05:42:50

Norges Bank Purchases New Position in New Jersey Resources Co. (NYSE:NJR)

Norges Bank acquired a new position in shares of New Jersey Resources Co. (NYSE:NJR – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,567,511 shares of the utilities provider’s stock, valued at approximately $73,124,000. Norges Bank owned approximately 1.56% of […] - 2025-04-03 06:42:59

Jefferies Financial Group Begins Coverage on New Jersey Resources (NYSE:NJR)

Stock analysts at Jefferies Financial Group started coverage on shares of New Jersey Resources (NYSE:NJR – Get Free Report) in a report issued on Tuesday, MarketBeat Ratings reports. The brokerage set a “hold” rating and a $51.00 price target on the utilities provider’s stock. Jefferies Financial Group’s price objective indicates a potential upside of 2.82% […] - 2025-04-03 04:46:49

Back to Listing

Disclaimer