CIBC World Markets’s New Jersey Resources NJR Stock Holding History

CIBC World Markets’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	$308K	Buy	+6,689	New	+$309K	﹤0.01%	946
2025 Q2	$558K	Sell	12,457 -9,670	-44%	-$453K	﹤0.01%	829
2025 Q1	$1.09M	Buy	22,127 +12,932	+141%	+$613K	0.01%	664
2024 Q4	$429K	Buy	+9,195	New	+$436K	﹤0.01%	788
2021 Q2	–	Sell	-10,335	Closed	-$412K	–	837
2021 Q1	$412K	Buy	+10,335	New	+$394K	﹤0.01%	883

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 World Markets's NJR Position: Q4 2025 in Review

CIBC World Markets opened a new position in New Jersey Resources (NJR) in Q4 2025: 6,689 shares worth $308K. The stake represents ﹤0.01% of the portfolio and ranks #946 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in NJR as recently as Q2 2025.

CIBC World Markets first reported a position in NJR in Q1 2021 and has held it in 5 quarters since. The position peaked at $1.09M in Q1 2025. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

CIBC World Markets held 6,689 shares of New Jersey Resources worth $308K as of Q4 2025.
New Jersey Resources was a new CIBC World Markets position in Q4 2025.
New Jersey Resources made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #946 holding.
CIBC World Markets first reported a position in New Jersey Resources in Q1 2021 and has held it in 5 quarters since.
CIBC World Markets's New Jersey Resources position peaked at $1.09M in Q1 2025.
413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.