D.J. St. Germain’s New Jersey Resources NJR Stock Holding History

D.J. St. Germain’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 Q3	–	Sell	-300	Closed	-$13.4K	–	935
2025 Q2	$13.4K	Buy	+300	New	+$14.1K	﹤0.01%	624
2025 Q1	–	Sell	-300	Closed	-$14K	–	873
2024 Q4	$14K	Buy	+300	New	+$14.2K	﹤0.01%	547

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

D.J. St. Germain's NJR Position: Q3 2025 in Review

D.J. St. Germain sold out of New Jersey Resources (NJR) in Q3 2025, closing a stake of 300 shares — an estimated $13.4K sold.

D.J. St. Germain first reported a position in NJR in Q4 2024 and held it in 2 quarters. The position peaked at $14K in Q4 2024. 409 funds tracked by Wall St. Rank hold NJR as of Q3 2025.

D.J. St. Germain reported no remaining New Jersey Resources position as of Q3 2025 after selling out during the quarter.
D.J. St. Germain sold 300 New Jersey Resources shares in Q3 2025, an estimated $13.4K.
D.J. St. Germain first reported a position in New Jersey Resources in Q4 2024 and held it in 2 quarters.
D.J. St. Germain's New Jersey Resources position peaked at $14K in Q4 2024.
409 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2025.

Based on D.J. St. Germain's 13F filing for Q3 2025, filed 7 Oct 2025.