Bayforest Capital’s New Jersey Resources NJR Stock Holding History

Bayforest Capital’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	-14,393	Closed	-$645K	–	858
2025 Q2	$645K	Buy	+14,393	New	+$675K	0.28%	105

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

Bayforest Capital's NJR Position: Q3 2025 in Review

Bayforest Capital sold out of New Jersey Resources (NJR) in Q3 2025, closing a stake of 14,393 shares — an estimated $645K sold.

Bayforest Capital first reported a position in NJR in Q2 2025 and held it in 1 quarter. The position peaked at $645K in Q2 2025. 409 funds tracked by Wall St. Rank hold NJR as of Q3 2025.

Bayforest Capital reported no remaining New Jersey Resources position as of Q3 2025 after selling out during the quarter.
Bayforest Capital sold 14,393 New Jersey Resources shares in Q3 2025, an estimated $645K.
Bayforest Capital first reported a position in New Jersey Resources in Q2 2025 and held it in 1 quarter.
Bayforest Capital's New Jersey Resources position peaked at $645K in Q2 2025.
409 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2025.

Based on Bayforest Capital's 13F filing for Q3 2025, filed 24 Oct 2025.