CIBC Private Wealth Group’s New Jersey Resources NJR Stock Holding History

CIBC Private Wealth Group’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	$33.1K	Sell	718 -964	-57%	-$44.5K	﹤0.01%	1957
2025 Q3	$81K	Buy	1,682 +1,047	+165%	+$48.8K	﹤0.01%	1591
2025 Q2	$28.5K	Buy	635 +9	+1%	+$422	﹤0.01%	1888
2025 Q1	$29.3K	Buy	626 +2	+0.3%	+$95	﹤0.01%	1841
2024 Q4	$29K	Sell	624 -2	-0.3%	-$95	﹤0.01%	1912
2024 Q3	$29.5K	Hold	626	–	–	﹤0.01%	1981
2024 Q2	$26.3K	Hold	626	–	–	﹤0.01%	1935
2024 Q1	$26.7K	Buy	+626	New	+$26.4K	﹤0.01%	1922
2018 Q3	–	Sell	-1,197	Closed	-$54K	–	1448
2018 Q2	$54K	Hold	1,197	–	–	﹤0.01%	1151
2018 Q1	$48K	Buy	+1,197	New	+$46.6K	﹤0.01%	1170

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group's NJR Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its New Jersey Resources (NJR) stake by 57% in Q4 2025, selling an estimated $44.5K and leaving 718 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

CIBC Private Wealth Group first reported a position in NJR in Q1 2018 and has held it in 10 quarters since. The position peaked at $81K in Q3 2025. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

CIBC Private Wealth Group held 718 shares of New Jersey Resources worth $33.1K as of Q4 2025.
CIBC Private Wealth Group sold 964 New Jersey Resources shares in Q4 2025, an estimated $44.5K.
New Jersey Resources made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1957 holding.
CIBC Private Wealth Group first reported a position in New Jersey Resources in Q1 2018 and has held it in 10 quarters since.
CIBC Private Wealth Group's New Jersey Resources position peaked at $81K in Q3 2025.
413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.