C.M. Bidwell & Associates’s New Jersey Resources NJR Stock Holding History

C.M. Bidwell & Associates’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	-99	Closed	-$4.62K	–	502
2024 Q4	$4.62K	Hold	99	–	–	﹤0.01%	346
2024 Q3	$4.67K	Buy	+99	New	+$4.52K	﹤0.01%	335
2023 Q3	–	Sell	-700	Closed	-$33K	–	571
2023 Q2	$33K	Hold	700	–	–	0.02%	333
2023 Q1	$37.2K	Buy	+700	New	+$35.7K	0.03%	315
2021 Q3	–	Sell	-1,435	Closed	-$57K	–	595
2021 Q2	$57K	Sell	1,435 -45	-3%	-$1.9K	0.04%	293
2021 Q1	$59K	Buy	+1,480	New	+$56.4K	0.04%	290
2015 Q2	–	Sell	-18,080	Closed	-$562K	–	249
2015 Q1	$562K	Hold	18,080	–	–	0.12%	95
2014 Q4	$553K	Buy	18,080 +11,200	+163%	+$318K	0.13%	90
2014 Q3	$174K	Buy	+6,880	New	+$181K	0.04%	160

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

C.M. Bidwell & Associates's NJR Position: Q1 2025 in Review

C.M. Bidwell & Associates sold out of New Jersey Resources (NJR) in Q1 2025, closing a stake of 99 shares — an estimated $4.62K sold.

C.M. Bidwell & Associates first reported a position in NJR in Q3 2014 and held it in 9 quarters. The position peaked at $562K in Q1 2015. 400 funds tracked by Wall St. Rank hold NJR as of Q1 2025.

C.M. Bidwell & Associates reported no remaining New Jersey Resources position as of Q1 2025 after selling out during the quarter.
C.M. Bidwell & Associates sold 99 New Jersey Resources shares in Q1 2025, an estimated $4.62K.
C.M. Bidwell & Associates first reported a position in New Jersey Resources in Q3 2014 and held it in 9 quarters.
C.M. Bidwell & Associates's New Jersey Resources position peaked at $562K in Q1 2015.
400 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2025, filed 15 May 2025.