Duff & Phelps Investment Management’s New Jersey Resources NJR Stock Holding History

Duff & Phelps Investment 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
2024 Q3	–	Sell	-875,590	Closed	-$37.4M	–	209
2024 Q2	$37.4M	Hold	875,590	–	–	0.48%	67
2024 Q1	$37.6M	Hold	875,590	–	–	0.45%	70
2023 Q4	$39M	Hold	875,590	–	–	0.47%	70
2023 Q3	$35.6M	Hold	875,590	–	–	0.47%	71
2023 Q2	$41.3M	Hold	875,590	–	–	0.5%	70
2023 Q1	$46.6M	Sell	875,590 -97,910	-10%	-$4.99M	0.57%	61
2022 Q4	$48.3M	Hold	973,500	–	–	0.59%	59
2022 Q3	$37.7M	Hold	973,500	–	–	0.47%	70
2022 Q2	$43.4M	Sell	973,500 -108,100	-10%	-$4.86M	0.54%	70
2022 Q1	$49.6M	Hold	1,081,600	–	–	0.57%	70
2021 Q4	$44.4M	Hold	1,081,600	–	–	0.52%	75
2021 Q3	$37.6M	Hold	1,081,600	–	–	0.49%	75
2021 Q2	$42.8M	Hold	1,081,600	–	–	0.56%	71
2021 Q1	$43.1M	Sell	1,081,600 -230,000	-18%	-$8.77M	0.59%	72
2020 Q4	$46.6M	Buy	1,311,600 +230,000	+21%	+$7.48M	0.68%	63
2020 Q3	$29.2M	Hold	1,081,600	–	–	0.45%	74
2020 Q2	$35.3M	Hold	1,081,600	–	–	0.56%	70
2020 Q1	$36.7M	Buy	1,081,600 +481,600	+80%	+$18.8M	0.64%	61
2019 Q4	$26.7M	Buy	+600,000	New	+$25.9M	0.35%	82

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 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

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

Duff & Phelps Investment Management's NJR Position: Q3 2024 in Review

Duff & Phelps Investment Management sold out of New Jersey Resources (NJR) in Q3 2024, closing a stake of 875,590 shares — an estimated $37.4M sold.

Duff & Phelps Investment Management first reported a position in NJR in Q4 2019 and held it in 19 quarters. The position peaked at $49.6M in Q1 2022. 362 funds tracked by Wall St. Rank hold NJR as of Q3 2024.

Duff & Phelps Investment Management reported no remaining New Jersey Resources position as of Q3 2024 after selling out during the quarter.
Duff & Phelps Investment Management sold 875,590 New Jersey Resources shares in Q3 2024, an estimated $37.4M.
Duff & Phelps Investment Management first reported a position in New Jersey Resources in Q4 2019 and held it in 19 quarters.
Duff & Phelps Investment Management's New Jersey Resources position peaked at $49.6M in Q1 2022.
362 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2024.

Based on Duff & Phelps Investment Management's 13F filing for Q3 2024, filed 15 Nov 2024.