Atticus Wealth Management’s New Jersey Resources NJR Stock Holding History

Atticus Wealth 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 Q3	–	Sell	-320	Closed	-$14.3K	–	474
2025 Q2	$14.3K	Hold	320	–	–	﹤0.01%	443
2025 Q1	$15.7K	Hold	320	–	–	0.01%	345
2024 Q4	$14.9K	Hold	320	–	–	﹤0.01%	358
2024 Q3	$15.1K	Sell	320 -10	-3%	-$457	﹤0.01%	357
2024 Q2	$14.1K	Hold	330	–	–	﹤0.01%	346
2024 Q1	$14.2K	Hold	330	–	–	﹤0.01%	363
2023 Q4	$14.7K	Sell	330 -84	-20%	-$3.58K	0.01%	363
2023 Q3	$16.8K	Hold	414	–	–	0.01%	350
2023 Q2	$19.5K	Buy	414 +84	+25%	+$4.23K	0.01%	340
2023 Q1	$17.6K	Hold	330	–	–	0.01%	331
2022 Q4	$16.4K	Hold	330	–	–	0.01%	348
2022 Q3	$15K	Hold	330	–	–	0.01%	349
2022 Q2	$15K	Hold	330	–	–	0.01%	379
2022 Q1	$15K	Hold	330	–	–	0.01%	368
2021 Q4	$14K	Buy	+330	New	+$12.8K	0.01%	339

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

Atticus Wealth Management's NJR Position: Q3 2025 in Review

Atticus Wealth Management sold out of New Jersey Resources (NJR) in Q3 2025, closing a stake of 320 shares — an estimated $14.3K sold.

Atticus Wealth Management first reported a position in NJR in Q4 2021 and held it in 15 quarters. The position peaked at $19.5K in Q2 2023. 409 funds tracked by Wall St. Rank hold NJR as of Q3 2025.

Atticus Wealth Management reported no remaining New Jersey Resources position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 320 New Jersey Resources shares in Q3 2025, an estimated $14.3K.
Atticus Wealth Management first reported a position in New Jersey Resources in Q4 2021 and held it in 15 quarters.
Atticus Wealth Management's New Jersey Resources position peaked at $19.5K in Q2 2023.
409 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.