Continuum Advisory’s New Jersey Resources NJR Stock Holding History

Continuum Advisory’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	-81	Closed	-$3.97K	–	1164
2025 Q1	$3.97K	Buy	+81	New	+$3.84K	﹤0.01%	1163

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Continuum Advisory's NJR Position: Q2 2025 in Review

Continuum Advisory sold out of New Jersey Resources (NJR) in Q2 2025, closing a stake of 81 shares — an estimated $3.97K sold.

Continuum Advisory first reported a position in NJR in Q1 2025 and held it in 1 quarter. The position peaked at $3.97K in Q1 2025. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

Continuum Advisory reported no remaining New Jersey Resources position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 81 New Jersey Resources shares in Q2 2025, an estimated $3.97K.
Continuum Advisory first reported a position in New Jersey Resources in Q1 2025 and held it in 1 quarter.
Continuum Advisory's New Jersey Resources position peaked at $3.97K in Q1 2025.
396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.