Edgestream Partners’s New Jersey Resources NJR Stock Holding History

Edgestream Partners’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	-25,109	Closed	-$1.17M	–	974
2024 Q4	$1.17M	Buy	+25,109	New	+$1.19M	0.05%	527
2023 Q4	–	Sell	-42,751	Closed	-$1.74M	–	987
2023 Q3	$1.74M	Buy	+42,751	New	+$1.87M	0.14%	237
2022 Q4	–	Sell	-157,042	Closed	-$6.08M	–	594
2022 Q3	$6.08M	Buy	157,042 +139,026	+772%	+$6.2M	0.47%	60
2022 Q2	$802K	Buy	+18,016	New	+$809K	0.06%	354

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Edgestream Partners's NJR Position: Q1 2025 in Review

Edgestream Partners sold out of New Jersey Resources (NJR) in Q1 2025, closing a stake of 25,109 shares — an estimated $1.17M sold.

Edgestream Partners first reported a position in NJR in Q2 2022 and held it in 4 quarters. The position peaked at $6.08M in Q3 2022. 400 funds tracked by Wall St. Rank hold NJR as of Q1 2025.

Edgestream Partners reported no remaining New Jersey Resources position as of Q1 2025 after selling out during the quarter.
Edgestream Partners sold 25,109 New Jersey Resources shares in Q1 2025, an estimated $1.17M.
Edgestream Partners first reported a position in New Jersey Resources in Q2 2022 and held it in 4 quarters.
Edgestream Partners's New Jersey Resources position peaked at $6.08M in Q3 2022.
400 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2025.

Based on Edgestream Partners's 13F filing for Q1 2025, filed 2 May 2025.