Atlas Private Wealth Advisors’s New Jersey Resources NJR Stock Holding History

Atlas Private Wealth Advisors’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 Q3	–	Sell	-4,557	Closed	-$204K	–	182
2025 Q2	$204K	Buy	4,557 +48	+1%	+$2.25K	0.03%	191
2025 Q1	$221K	Buy	4,509 +179	+4%	+$8.49K	0.03%	172
2024 Q4	$202K	Buy	4,330 +38	+0.9%	+$1.8K	0.03%	166
2024 Q3	$203K	Buy	+4,292	New	+$196K	0.03%	152
2023 Q3	–	Sell	-4,360	Closed	-$206K	–	188
2023 Q2	$206K	Buy	+4,360	New	+$220K	0.04%	171
2021 Q4	–	Sell	-190	Closed	-$7K	–	512
2021 Q3	$7K	Hold	190	–	–	﹤0.01%	520
2021 Q2	$8K	Hold	190	–	–	﹤0.01%	508
2021 Q1	$8K	Hold	190	–	–	﹤0.01%	527
2020 Q4	$7K	Sell	190 -125	-40%	-$4.07K	﹤0.01%	471
2020 Q3	$9K	Hold	315	–	–	0.01%	408
2020 Q2	$10K	Buy	+315	New	+$10.4K	0.01%	404

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Atlas Private Wealth Advisors's NJR Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of New Jersey Resources (NJR) in Q3 2025, closing a stake of 4,557 shares — an estimated $204K sold.

Atlas Private Wealth Advisors first reported a position in NJR in Q2 2020 and held it in 11 quarters. The position peaked at $221K in Q1 2025. 409 funds tracked by Wall St. Rank hold NJR as of Q3 2025.

Atlas Private Wealth Advisors reported no remaining New Jersey Resources position as of Q3 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 4,557 New Jersey Resources shares in Q3 2025, an estimated $204K.
Atlas Private Wealth Advisors first reported a position in New Jersey Resources in Q2 2020 and held it in 11 quarters.
Atlas Private Wealth Advisors's New Jersey Resources position peaked at $221K in Q1 2025.
409 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.