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CBIZ Investment Advisory Services’s New Jersey Resources NJR Stock Holding History

CBIZ Investment 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
Q3 		– Sell
-505
Closed -$22.9K – 743
2025
Q2 		$22.9K Hold
505
– – ﹤0.01% 251
2025
Q1 		$25K Hold
505
– – ﹤0.01% 197
2024
Q4 		$23.8K Hold
505
– – ﹤0.01% 194
2024
Q3 		$24.1K Hold
505
– – ﹤0.01% 161
2024
Q2 		$21.8K Hold
505
– – ﹤0.01% 158
2024
Q1 		$21.9K Buy
+505
New +$21.3K ﹤0.01% 166

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CBIZ Investment Advisory Services's NJR Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of New Jersey Resources (NJR) in Q3 2025, closing a stake of 505 shares — an estimated $22.9K sold.

CBIZ Investment Advisory Services first reported a position in NJR in Q1 2024 and held it in 6 quarters. The position peaked at $25K in Q1 2025. 409 funds tracked by Wall St. Rank hold NJR as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining New Jersey Resources position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 505 New Jersey Resources shares in Q3 2025, an estimated $22.9K.
  • CBIZ Investment Advisory Services first reported a position in New Jersey Resources in Q1 2024 and held it in 6 quarters.
  • CBIZ Investment Advisory Services's New Jersey Resources position peaked at $25K in Q1 2025.
  • 409 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.