Essential Planning’s New Jersey Resources NJR Stock Holding History

Essential Planning’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	-32,500	Closed	-$1.54M	–	229
2024 Q4	$1.54M	Buy	+32,500	New	+$1.54M	0.01%	212

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

Essential Planning's NJR Position: Q1 2025 in Review

Essential Planning sold out of New Jersey Resources (NJR) in Q1 2025, closing a stake of 32,500 shares — an estimated $1.54M sold.

Essential Planning first reported a position in NJR in Q4 2024 and held it in 1 quarter. The position peaked at $1.54M in Q4 2024. 400 funds tracked by Wall St. Rank hold NJR as of Q1 2025.

Essential Planning reported no remaining New Jersey Resources position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 32,500 New Jersey Resources shares in Q1 2025, an estimated $1.54M.
Essential Planning first reported a position in New Jersey Resources in Q4 2024 and held it in 1 quarter.
Essential Planning's New Jersey Resources position peaked at $1.54M in Q4 2024.
400 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.