Capital A Wealth Management’s New Jersey Resources NJR Stock Holding History

Capital A Wealth Management’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	-2	Closed	-$93	–	852
2024 Q4	$93	Buy	+2	New	+$95	﹤0.01%	776

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

Capital A Wealth Management's NJR Position: Q1 2025 in Review

Capital A Wealth Management sold out of New Jersey Resources (NJR) in Q1 2025, closing a stake of 2 shares — an estimated $93 sold.

Capital A Wealth Management first reported a position in NJR in Q4 2024 and held it in 1 quarter. The position peaked at $93 in Q4 2024. 400 funds tracked by Wall St. Rank hold NJR as of Q1 2025.

Capital A Wealth Management reported no remaining New Jersey Resources position as of Q1 2025 after selling out during the quarter.
Capital A Wealth Management sold 2 New Jersey Resources shares in Q1 2025, an estimated $93.
Capital A Wealth Management first reported a position in New Jersey Resources in Q4 2024 and held it in 1 quarter.
Capital A Wealth Management's New Jersey Resources position peaked at $93 in Q4 2024.
400 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.