Bleakley Financial Group’s New Jersey Resources NJR Stock Holding History

Bleakley Financial Group’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 Q1	–	Sell	-5,517	Closed	-$257K	–	819
2024 Q4	$257K	Buy	5,517 +18	+0.3%	+$853	0.01%	851
2024 Q3	$260K	Sell	5,499 -187	-3%	-$8.54K	0.01%	839
2024 Q2	$243K	Sell	5,686 -47	-0.8%	-$2.03K	0.01%	822
2024 Q1	$246K	Sell	5,733 -2,242	-28%	-$94.5K	0.01%	822
2023 Q4	$356K	Sell	7,975 -52	-0.6%	-$2.22K	0.01%	687
2023 Q3	$326K	Sell	8,027 -308	-4%	-$13.5K	0.01%	662
2023 Q2	$393K	Sell	8,335 -169	-2%	-$8.52K	0.01%	653
2023 Q1	$452K	Buy	8,504 +23	+0.3%	+$1.17K	0.02%	593
2022 Q4	$421K	Buy	+8,481	New	+$387K	0.02%	594

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Bleakley Financial Group's NJR Position: Q1 2025 in Review

Bleakley Financial Group sold out of New Jersey Resources (NJR) in Q1 2025, closing a stake of 5,517 shares — an estimated $257K sold.

Bleakley Financial Group first reported a position in NJR in Q4 2022 and held it in 9 quarters. The position peaked at $452K in Q1 2023. 400 funds tracked by Wall St. Rank hold NJR as of Q1 2025.

Bleakley Financial Group reported no remaining New Jersey Resources position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 5,517 New Jersey Resources shares in Q1 2025, an estimated $257K.
Bleakley Financial Group first reported a position in New Jersey Resources in Q4 2022 and held it in 9 quarters.
Bleakley Financial Group's New Jersey Resources position peaked at $452K in Q1 2023.
400 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.