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Cox Capital Management’s New Jersey Resources NJR Stock Holding History

Cox Capital Management’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
Q1 		– Sell
-36,479
Closed -$1.7M – 65
2024
Q4 		$1.7M Sell
36,479
-34,349
-48% -$1.63M 1.09% 37
2024
Q3 		$3.34M Sell
70,828
-1,051
-1% -$48K 2% 23
2024
Q2 		$3.07M Sell
71,879
-3,768
-5% -$163K 1.86% 21
2024
Q1 		$3.25M Buy
75,647
+48,703
+181% +$2.05M 2% 18
2023
Q4 		$1.2M Buy
+26,944
New +$1.15M 0.78% 47
2023
Q3 		– Sell
-4,251
Closed -$201K – 92
2023
Q2 		$201K Sell
4,251
-2,028
-32% -$102K 0.15% 71
2023
Q1 		$334K Sell
6,279
-52,908
-89% -$2.7M 0.24% 68
2022
Q4 		$2.94M Buy
59,187
+1,715
+3% +$78.3K 1.91% 19
2022
Q3 		$2.22M Buy
57,472
+293
+0.5% +$13.1K 1.62% 29
2022
Q2 		$2.55M Sell
57,179
-307
-0.5% -$13.8K 1.74% 30
2022
Q1 		$2.64M Sell
57,486
-605
-1% -$25.2K 1.66% 30
2021
Q4 		$2.38M Buy
58,091
+785
+1% +$30.3K 1.41% 34
2021
Q3 		$2M Buy
57,306
+5,560
+11% +$210K 1.34% 37
2021
Q2 		$2.05M Sell
51,746
-691
-1% -$29.2K 1.37% 35
2021
Q1 		$2.09M Buy
52,437
+1,527
+3% +$58.2K 1.45% 30
2020
Q4 		$1.81M Buy
50,910
+338
+0.7% +$11K 1.38% 34
2020
Q3 		$1.37M Buy
50,572
+27,438
+119% +$835K 1.21% 40
2020
Q2 		$755K Buy
+23,134
New +$766K 0.74% 53

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cox Capital Management's NJR Position: Q1 2025 in Review

Cox Capital Management sold out of New Jersey Resources (NJR) in Q1 2025, closing a stake of 36,479 shares — an estimated $1.7M sold.

Cox Capital Management first reported a position in NJR in Q2 2020 and held it in 18 quarters. The position peaked at $3.34M in Q3 2024. 400 funds tracked by Wall St. Rank hold NJR as of Q1 2025.

  • Cox Capital Management reported no remaining New Jersey Resources position as of Q1 2025 after selling out during the quarter.
  • Cox Capital Management sold 36,479 New Jersey Resources shares in Q1 2025, an estimated $1.7M.
  • Cox Capital Management first reported a position in New Jersey Resources in Q2 2020 and held it in 18 quarters.
  • Cox Capital Management's New Jersey Resources position peaked at $3.34M in Q3 2024.
  • 400 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2025.

Based on Cox Capital Management's 13F filing for Q1 2025, filed 9 Apr 2025.