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AGF Management’s New Jersey Resources NJR Stock Holding History

AGF 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
2025
Q2 		– Sell
-17,146
Closed -$841K – 703
2025
Q1 		$841K Sell
17,146
-5,064
-23% -$240K ﹤0.01% 556
2024
Q4 		$1.04M Sell
22,210
-103
-0.5% -$4.88K 0.01% 568
2024
Q3 		$1.05M Sell
22,313
-1,192
-5% -$54.4K 0.01% 569
2024
Q2 		$1M Sell
23,505
-421
-2% -$18.2K 0.01% 557
2024
Q1 		$1.03M Buy
23,926
+1
+0% +$42 0.01% 572
2023
Q4 		$1.07M Buy
23,925
+9,399
+65% +$401K 0.01% 560
2023
Q3 		$590K Buy
14,526
+126
+0.9% +$5.52K ﹤0.01% 609
2023
Q2 		$680K Buy
+14,400
New +$726K ﹤0.01% 590

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AGF Management's NJR Position: Q2 2025 in Review

AGF Management sold out of New Jersey Resources (NJR) in Q2 2025, closing a stake of 17,146 shares — an estimated $841K sold.

AGF Management first reported a position in NJR in Q2 2023 and held it in 8 quarters. The position peaked at $1.07M in Q4 2023. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

  • AGF Management reported no remaining New Jersey Resources position as of Q2 2025 after selling out during the quarter.
  • AGF Management sold 17,146 New Jersey Resources shares in Q2 2025, an estimated $841K.
  • AGF Management first reported a position in New Jersey Resources in Q2 2023 and held it in 8 quarters.
  • AGF Management's New Jersey Resources position peaked at $1.07M in Q4 2023.
  • 396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on AGF Management's 13F filing for Q2 2025, filed 6 Aug 2025.