Financiere des Professionnels’s New Jersey Resources NJR Stock Holding History

Financiere des Professionnels’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	-5,612	Closed	-$252K	–	417
2025 Q2	$252K	Buy	+5,612	New	+$263K	0.02%	268

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

Financiere des Professionnels's NJR Position: Q3 2025 in Review

Financiere des Professionnels sold out of New Jersey Resources (NJR) in Q3 2025, closing a stake of 5,612 shares — an estimated $252K sold.

Financiere des Professionnels first reported a position in NJR in Q2 2025 and held it in 1 quarter. The position peaked at $252K in Q2 2025. 409 funds tracked by Wall St. Rank hold NJR as of Q3 2025.

Financiere des Professionnels reported no remaining New Jersey Resources position as of Q3 2025 after selling out during the quarter.
Financiere des Professionnels sold 5,612 New Jersey Resources shares in Q3 2025, an estimated $252K.
Financiere des Professionnels first reported a position in New Jersey Resources in Q2 2025 and held it in 1 quarter.
Financiere des Professionnels's New Jersey Resources position peaked at $252K in Q2 2025.
409 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2025.

Based on Financiere des Professionnels's 13F filing for Q3 2025, filed 21 Oct 2025.