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ARS Investment Partners’s New Jersey Resources NJR Stock Holding History

ARS Investment Partners’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
Q4 		– Sell
-10,342
Closed -$498K – 206
2025
Q3 		$498K Buy
+10,342
New +$482K 0.03% 122

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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
EIP
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ARS Investment Partners's NJR Position: Q4 2025 in Review

ARS Investment Partners sold out of New Jersey Resources (NJR) in Q4 2025, closing a stake of 10,342 shares — an estimated $498K sold.

ARS Investment Partners first reported a position in NJR in Q3 2025 and held it in 1 quarter. The position peaked at $498K in Q3 2025. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

  • ARS Investment Partners reported no remaining New Jersey Resources position as of Q4 2025 after selling out during the quarter.
  • ARS Investment Partners sold 10,342 New Jersey Resources shares in Q4 2025, an estimated $498K.
  • ARS Investment Partners first reported a position in New Jersey Resources in Q3 2025 and held it in 1 quarter.
  • ARS Investment Partners's New Jersey Resources position peaked at $498K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on ARS Investment Partners's 13F filing for Q4 2025, filed 5 Feb 2026.