Avion Wealth’s New Jersey Resources NJR Stock Holding History

Avion Wealth’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	-11	Closed	–	–	1472
2025 Q3	$0	Hold	11	–	–	﹤0.01%	1430
2025 Q2	$0	Buy	+11	New	+$516	﹤0.01%	1460
2023 Q4	–	Sell	-13	Closed	–	–	1253
2023 Q3	$0	Buy	+13	New	+$569	﹤0.01%	1068

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avion Wealth's NJR Position: Q4 2025 in Review

Avion Wealth sold out of New Jersey Resources (NJR) in Q4 2025, closing a stake of 11 shares.

Avion Wealth first reported a position in NJR in Q3 2023 and held it in 3 quarters. The position peaked at $0 in Q3 2025. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

Avion Wealth reported no remaining New Jersey Resources position as of Q4 2025 after selling out during the quarter.
Avion Wealth sold 11 New Jersey Resources shares in Q4 2025.
Avion Wealth first reported a position in New Jersey Resources in Q3 2023 and held it in 3 quarters.
Avion Wealth's New Jersey Resources position peaked at $0 in Q3 2025.
413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.