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Capital Asset Advisory Services’s New Jersey Resources NJR Stock Holding History

Capital Asset Advisory Services’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
Q4 		– Sell
-4,156
Closed -$200K – 296
2025
Q3 		$200K Buy
+4,156
New +$194K 0.01% 278
2025
Q2 		– Sell
-4,156
Closed -$206K – 294
2025
Q1 		$206K Buy
+4,156
New +$197K 0.01% 273

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Asset Advisory Services's NJR Position: Q4 2025 in Review

Capital Asset Advisory Services sold out of New Jersey Resources (NJR) in Q4 2025, closing a stake of 4,156 shares — an estimated $200K sold.

Capital Asset Advisory Services first reported a position in NJR in Q1 2025 and held it in 2 quarters. The position peaked at $206K in Q1 2025. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

  • Capital Asset Advisory Services reported no remaining New Jersey Resources position as of Q4 2025 after selling out during the quarter.
  • Capital Asset Advisory Services sold 4,156 New Jersey Resources shares in Q4 2025, an estimated $200K.
  • Capital Asset Advisory Services first reported a position in New Jersey Resources in Q1 2025 and held it in 2 quarters.
  • Capital Asset Advisory Services's New Jersey Resources position peaked at $206K in Q1 2025.
  • 413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on Capital Asset Advisory Services's 13F filing for Q4 2025, filed 9 Jan 2026.