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Claro Advisors’s New Jersey Resources NJR Stock Holding History

Claro Advisors’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
Q2 		– Sell
-11,069
Closed -$543K – 469
2025
Q1 		$543K Sell
11,069
-1,371
-11% -$65K 0.07% 240
2024
Q4 		$580K Sell
12,440
-3,363
-21% -$159K 0.08% 229
2024
Q3 		$746K Buy
15,803
+121
+0.8% +$5.53K 0.1% 204
2024
Q2 		$670K Sell
15,682
-156
-1% -$6.73K 0.1% 199
2024
Q1 		$680K Buy
15,838
+2,701
+21% +$114K 0.12% 192
2023
Q4 		$586K Sell
13,137
-419
-3% -$17.9K 0.13% 187
2023
Q3 		$551K Buy
13,556
+1,259
+10% +$55.1K 0.14% 183
2023
Q2 		$580K Buy
12,297
+1,647
+15% +$83K 0.14% 177
2023
Q1 		$567K Buy
10,650
+877
+9% +$44.7K 0.17% 154
2022
Q4 		$485K Buy
9,773
+2,661
+37% +$122K 0.16% 156
2022
Q3 		$317K Hold
7,112
– – 0.13% 184
2022
Q2 		$317K Buy
+7,112
New +$319K 0.13% 184
2019
Q1 		– Sell
-637
Closed -$29K – 674
2018
Q4 		$29K Buy
+637
New +$30K 0.02% 462

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Claro Advisors's NJR Position: Q2 2025 in Review

Claro Advisors sold out of New Jersey Resources (NJR) in Q2 2025, closing a stake of 11,069 shares — an estimated $543K sold.

Claro Advisors first reported a position in NJR in Q4 2018 and held it in 13 quarters. The position peaked at $746K in Q3 2024. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

  • Claro Advisors reported no remaining New Jersey Resources position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 11,069 New Jersey Resources shares in Q2 2025, an estimated $543K.
  • Claro Advisors first reported a position in New Jersey Resources in Q4 2018 and held it in 13 quarters.
  • Claro Advisors's New Jersey Resources position peaked at $746K in Q3 2024.
  • 396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.