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Creative Financial Designs’s New Jersey Resources NJR Stock Holding History

Creative Financial Designs’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 		– Sell
-27
Closed -$1.31K – 2127
2025
Q3 		$1.31K Hold
27
– – ﹤0.01% 1765
2025
Q2 		$1.21K Buy
27
+14
+108% +$656 ﹤0.01% 1754
2025
Q1 		$638 Buy
+13
New +$616 ﹤0.01% 1871

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Creative Financial Designs's NJR Position: Q4 2025 in Review

Creative Financial Designs sold out of New Jersey Resources (NJR) in Q4 2025, closing a stake of 27 shares — an estimated $1.31K sold.

Creative Financial Designs first reported a position in NJR in Q1 2025 and held it in 3 quarters. The position peaked at $1.31K in Q3 2025. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

  • Creative Financial Designs reported no remaining New Jersey Resources position as of Q4 2025 after selling out during the quarter.
  • Creative Financial Designs sold 27 New Jersey Resources shares in Q4 2025, an estimated $1.31K.
  • Creative Financial Designs first reported a position in New Jersey Resources in Q1 2025 and held it in 3 quarters.
  • Creative Financial Designs's New Jersey Resources position peaked at $1.31K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.