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CONFLUENCE INVESTMENT MANAGEMENT LLC → NJR
CONFLUENCE INVESTMENT MANAGEMENT LLC NJR Position History
New Jersey Resources Corporation • Utilities
Quarters held
5
Latest value
$17.5M
Q3 2026
Peak value
$22.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $20.4M |
| Q4 2025 | $20.2M |
| Q1 2026 | $22.9M |
| Q2 2026 | $21.7M |
| Q3 2026 | $17.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.5M | 346.6K | — | — |
| Q2 2026 | $21.7M | 387.6K | — | — |
| Q1 2026 | $22.9M | 417.0K | — | — |
| Q4 2025 | $20.2M | 438.7K | — | — |
| Q3 2025 | $20.4M | 423.0K | — | — |
Other funds holding NJR
$534.1M
$494.6M
$488M
$471.1M
$467.6M
$435.5M
$434.3M
$306.1M