FSA Wealth Management’s New Jersey Resources NJR Stock Holding History

FSA Wealth 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
2025 Q3	$22.5K	Sell	468 -106	-18%	-$4.94K	0.01%	241
2025 Q2	$25.7K	Hold	574	–	–	0.01%	213
2025 Q1	$28.2K	Hold	574	–	–	0.01%	193
2024 Q4	$26.8K	Hold	574	–	–	0.01%	203
2024 Q3	$27.1K	Buy	+574	New	+$26.2K	0.01%	208
2024 Q1	$24.6K	Hold	574	–	–	0.01%	223
2023 Q4	$26K	Buy	+574	New	+$24.5K	0.01%	206
2021 Q1	–	Sell	-574	Closed	-$20K	–	176
2020 Q4	$20K	Buy	+574	New	+$18.7K	0.01%	206
2020 Q3	–	Sell	-674	Closed	-$22K	–	245
2020 Q2	$22K	Hold	674	–	–	0.02%	186
2020 Q1	$23K	Hold	674	–	–	0.02%	169
2019 Q4	$30K	Buy	+674	New	+$29.1K	0.02%	175

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

FSA Wealth Management's NJR Position: Q3 2025 in Review

FSA Wealth Management reduced its New Jersey Resources (NJR) stake by 18% in Q3 2025, selling an estimated $4.94K and leaving 468 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #241.

FSA Wealth Management first reported a position in NJR in Q4 2019 and has held it in 11 quarters since. The position peaked at $30K in Q4 2019. 409 funds tracked by Wall St. Rank hold NJR as of Q3 2025.

FSA Wealth Management held 468 shares of New Jersey Resources worth $22.5K as of Q3 2025.
FSA Wealth Management sold 106 New Jersey Resources shares in Q3 2025, an estimated $4.94K.
New Jersey Resources made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #241 holding.
FSA Wealth Management first reported a position in New Jersey Resources in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's New Jersey Resources position peaked at $30K in Q4 2019.
409 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.