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Blue Trust Inc’s New Jersey Resources NJR Stock Holding History

Blue Trust Inc’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
Q2 		– Sell
-215
Closed -$10.5K – 2560
2025
Q1 		$10.5K Hold
215
– – ﹤0.01% 1871
2024
Q4 		$10K Buy
215
+114
+113% +$5.4K ﹤0.01% 1859
2024
Q3 		$4.32K Buy
101
+88
+677% +$4.02K ﹤0.01% 2439
2024
Q2 		$558 Buy
+13
New +$561 ﹤0.01% 2607
2024
Q1 		– Sell
-186
Closed -$8K – 2533
2023
Q4 		$8K Buy
+186
New +$7.93K ﹤0.01% 1670

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Blue Trust Inc's NJR Position: Q2 2025 in Review

Blue Trust Inc sold out of New Jersey Resources (NJR) in Q2 2025, closing a stake of 215 shares — an estimated $10.5K sold.

Blue Trust Inc first reported a position in NJR in Q4 2023 and held it in 5 quarters. The position peaked at $10.5K in Q1 2025. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

  • Blue Trust Inc reported no remaining New Jersey Resources position as of Q2 2025 after selling out during the quarter.
  • Blue Trust Inc sold 215 New Jersey Resources shares in Q2 2025, an estimated $10.5K.
  • Blue Trust Inc first reported a position in New Jersey Resources in Q4 2023 and held it in 5 quarters.
  • Blue Trust Inc's New Jersey Resources position peaked at $10.5K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.