CI Investments Inc
NJR icon

CI Investments Inc’s New Jersey Resources NJR Stock Holding History

CI Investments 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
Q4 		– Sell
-1,141
Closed -$55K – 1045
2025
Q3 		$55K Sell
1,141
-865
-43% -$40.3K ﹤0.01% 1002
2025
Q2 		$90K Sell
2,006
-540
-21% -$25.3K ﹤0.01% 932
2025
Q1 		$125K Buy
2,546
+91
+4% +$4.31K ﹤0.01% 841
2024
Q4 		$115K Buy
2,455
+991
+68% +$47K ﹤0.01% 901
2024
Q3 		$69K Buy
1,464
+157
+12% +$7.17K ﹤0.01% 950
2024
Q2 		$56K Buy
1,307
+23
+2% +$992 ﹤0.01% 951
2024
Q1 		$55K Buy
1,284
+233
+22% +$9.83K ﹤0.01% 1005
2023
Q4 		$47K Sell
1,051
-173
-14% -$7.37K ﹤0.01% 995
2023
Q3 		$50K Sell
1,224
-10
-0.8% -$438 ﹤0.01% 967
2023
Q2 		$58K Sell
1,234
-66
-5% -$3.33K ﹤0.01% 919
2023
Q1 		$69K Buy
1,300
+103
+9% +$5.25K ﹤0.01% 823
2022
Q4 		$59K Buy
+1,197
New +$54.7K ﹤0.01% 885
2021
Q4 		– Sell
-2,892
Closed -$101K – 1388
2021
Q3 		$101K Buy
2,892
+106
+4% +$4.01K ﹤0.01% 854
2021
Q2 		$110K Buy
2,786
+1,102
+65% +$46.6K ﹤0.01% 847
2021
Q1 		$67K Buy
1,684
+27
+2% +$1.03K ﹤0.01% 853
2020
Q4 		$59K Buy
1,657
+783
+90% +$25.5K ﹤0.01% 815
2020
Q3 		$24K Buy
+874
New +$26.6K ﹤0.01% 834

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CI Investments Inc's NJR Position: Q4 2025 in Review

CI Investments Inc sold out of New Jersey Resources (NJR) in Q4 2025, closing a stake of 1,141 shares — an estimated $55K sold.

CI Investments Inc first reported a position in NJR in Q3 2020 and held it in 17 quarters. The position peaked at $125K in Q1 2025. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

  • CI Investments Inc reported no remaining New Jersey Resources position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 1,141 New Jersey Resources shares in Q4 2025, an estimated $55K.
  • CI Investments Inc first reported a position in New Jersey Resources in Q3 2020 and held it in 17 quarters.
  • CI Investments Inc's New Jersey Resources position peaked at $125K in Q1 2025.
  • 413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.