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Funds Holding New Jersey Resources Corp
Every registered fund lists what it holds each quarter. These are the ones reporting a position in New Jersey Resources Corp, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of NJR →Funds holding
100
as of 2026-07-31
Reported value
$668M
summed across funds
Fund families
44
named trusts
Largest conviction
3.40%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| StockSnips AI-Powered Sentiment US All Cap ETFEA Series Trust11.5K sh$663.3K | 3.40% |
| Opus Small Cap Value ETFETF Series Solutions213.2K sh$12.3M | 1.75% |
| First Trust EIP Power Solutions ETFFirst Trust Exchange-Traded Fund IV8.8K sh$508.6K | 1.72% |
| NYLIM WMC Small Companies FundNYLIM FUNDS TRUST78.9K sh$4.6M | 1.33% |
| First Trust North American Energy Infrastructure FundFirst Trust Exchange-Traded Fund IV902K sh$52.2M | 1.26% |
| Hennessy Gas Utility FundHennessy Funds Trust109.9K sh$6.4M | 1.24% |
| Virtus Real Asset Income ETFETFis Series Trust I3.6K sh$208.5K | 1.12% |
| FT Energy Income Partners Strategy ETFFirst Trust Exchange-Traded Fund IV96.1K sh$5.6M | 0.99% |
| PGIM Quant Solutions Small-Cap Value FundTarget Portfolio Trust65.8K sh$3.8M | 0.88% |
| Invesco S&P MidCap Value with Momentum ETFInvesco Exchange-Traded Fund Trust70.5K sh$4.1M | 0.81% |
| Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST73.4K sh$4.2M | 0.65% |
| Applied Finance Explorer FundWorld Funds Trust108.1K sh$6.3M | 0.60% |
| LSV U.S. Managed Volatility FundADVISORS' INNER CIRCLE FUND2.8K sh$162.1K | 0.56% |
| iShares Select Dividend ETFiShares Trust1.9M sh$111.6M | 0.48% |
| Nuveen ESG Small-Cap ETFNuShares ETF Trust96.7K sh$5.6M | 0.43% |
| Fidelity SAI Small-Mid Cap Momentum Index FundFidelity Salem Street Trust308.1K sh$17.8M | 0.43% |
| Fidelity MSCI Utilities Index ETFFIDELITY COVINGTON TRUST152.8K sh$8.8M | 0.38% |
| Fidelity Series Small Cap Core FundFidelity Concord Street Trust100.9K sh$5.8M | 0.37% |
| JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust31.8K sh$1.8M | 0.31% |
| MID-CAP VALUE PROFUNDProFunds144 sh$8.3K | 0.31% |
| iShares MSCI USA Small-Cap Min Vol Factor ETFiShares Trust14.8K sh$856.8K | 0.30% |
| Column Small Cap Select FundTrust for Professional Managers103.7K sh$5.5M | 0.29% |
| Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust594 sh$34.4K | 0.29% |
| BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust3.8K sh$218.2K | 0.25% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC26.4K sh$1.5M | 0.24% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC738.3K sh$42.7M | 0.22% |
| SmallCap Value Fund IIPrincipal Funds, Inc47K sh$2.7M | 0.22% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust275.5K sh$16M | 0.19% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST250.3K sh$14.5M | 0.19% |
| Global X Russell 2000 ETFGLOBAL X FUNDS49.3K sh$2.9M | 0.19% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust1.1M sh$65.1M | 0.19% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST11.6K sh$674.1K | 0.19% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds133.7K sh$7.7M | 0.19% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC28.1K sh$1.6M | 0.18% |
| iShares Morningstar Small-Cap Value ETFiShares Trust21.4K sh$1.2M | 0.18% |
| Pacer Trendpilot US Mid Cap ETFPacer Funds Trust11.1K sh$642.3K | 0.16% |
| SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST14.6K sh$846.1K | 0.16% |
| BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.36.9K sh$2.1M | 0.16% |
| MidCap S&P 400 Index FundPrincipal Funds, Inc38.6K sh$2.2M | 0.16% |
| Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust7.8K sh$451.4K | 0.16% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST65.1K sh$3.8M | 0.16% |
| PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 2360 sh$20.8K | 0.16% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust105.7K sh$6.1M | 0.15% |
| Column Small Cap FundTrust for Professional Managers15.2K sh$809.8K | 0.15% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc4.9K sh$282.9K | 0.15% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust342.1K sh$19.8M | 0.14% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC185.5K sh$10.7M | 0.14% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC396.4K sh$23M | 0.14% |
| Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust15.1K sh$871.3K | 0.14% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC447.9K sh$25.9M | 0.13% |
| ULTRA SMALL CAP PROFUNDProFunds1.3K sh$76.7K | 0.13% |
| Intech S&P Small-Mid Cap Diversified Alpha ETFTidal Trust III2.9K sh$170.2K | 0.13% |
| Victory Small Cap Stock FundVictory Portfolios III21.6K sh$1.3M | 0.13% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust339.2K sh$19.6M | 0.13% |
| Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust1.5K sh$85.8K | 0.12% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust42.6K sh$2.5M | 0.12% |
| ULTRA MID CAP PROFUNDProFunds846 sh$49K | 0.10% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO16.4K sh$948.7K | 0.10% |
| iShares Core High Dividend ETFiShares Trust228.2K sh$13.2M | 0.09% |
| iShares Morningstar Small-Cap ETFiShares Trust4.3K sh$249.5K | 0.09% |
| Victory Extended Market Index FundVictory Portfolios III11.6K sh$671.7K | 0.08% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust37.2K sh$2.2M | 0.08% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds17.9K sh$1M | 0.08% |
| Dimensional US Vector Equity ETFDimensional ETF Trust6.2K sh$358.7K | 0.07% |
| Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust14.6K sh$846.5K | 0.06% |
| SMALL-CAP PROFUNDProFunds87 sh$5K | 0.06% |
| MID-CAP PROFUNDProFunds91 sh$5.3K | 0.06% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC50.4K sh$2.9M | 0.05% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust18K sh$1M | 0.05% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust17.4K sh$1M | 0.04% |
| Fidelity SAI U.S. Momentum Index FundFidelity Salem Street Trust18.8K sh$1.1M | 0.04% |
| iShares Core Dividend Growth ETFiShares Trust312.2K sh$18.1M | 0.04% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC61.6K sh$3.6M | 0.04% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC14.9K sh$862.7K | 0.03% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust79.9K sh$4.6M | 0.03% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust227.4K sh$13.2M | 0.03% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC165.8K sh$9.6M | 0.02% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS403.5K sh$23.4M | 0.02% |
| Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust2.9K sh$166.3K | 0.02% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC139.2K sh$8.1M | 0.02% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust9.9K sh$571.2K | 0.02% |
| iShares ESG MSCI KLD 400 ETFiShares Trust15.4K sh$890.6K | 0.02% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust22.9K sh$1.3M | 0.01% |
| iShares Core Dividend ETFiShares Trust3.7K sh$212.4K | 0.01% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust25.7K sh$1.5M | 0.01% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III571 sh$33.1K | 0.01% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust31.1K sh$1.8M | 0.01% |
| iShares Dow Jones U.S. ETFiShares Trust4.2K sh$242.8K | 0.01% |
| Nuveen Equity Index FundTIAA-CREF Funds83.9K sh$4.9M | 0.01% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust54.6K sh$3.2M | 0.01% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST60.9K sh$3.5M | 0.01% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds4.8K sh$280.2K | 0.01% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds6.4K sh$370.1K | 0.01% |
| THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds3.2K sh$183.2K | 0.01% |
| E*TRADE No Fee Total Market Index FundE Trade Trust128 sh$7.4K | 0.01% |
| SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST116 sh$6.7K | 0.01% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds5.5K sh$319.6K | 0.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS75K sh$4.3M | 0.00% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds2.7K sh$156.7K | 0.00% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds451 sh$26.1K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on NJR
Company overviewEverything on NJR in one place, with the price.SEC filingsWhat NJR's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat NJR's own officers and directors buy and sell.Who owns itEvery manager reporting a position in NJR.LobbyingWhat NJR spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on NJR's account, and who they worked for.Federal contractsWhat federal agencies pay NJR.PatentsWhat NJR is filing at the patent office.Workplace safetyWhat OSHA found at NJR's sites.AircraftThe jets on NJR's registration.