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Global Financial Private Client’s New Jersey Resources NJR Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-21
Closed -$1.03K – 1120
2025
Q1 		$1.03K Buy
21
+15
+250% +$711 ﹤0.01% 1053
2024
Q4 		$280 Buy
+6
New +$284 ﹤0.01% 1147

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Global Financial Private Client's NJR Position: Q2 2025 in Review

Global Financial Private Client sold out of New Jersey Resources (NJR) in Q2 2025, closing a stake of 21 shares — an estimated $1.03K sold.

Global Financial Private Client first reported a position in NJR in Q4 2024 and held it in 2 quarters. The position peaked at $1.03K in Q1 2025. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

  • Global Financial Private Client reported no remaining New Jersey Resources position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 21 New Jersey Resources shares in Q2 2025, an estimated $1.03K.
  • Global Financial Private Client first reported a position in New Jersey Resources in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's New Jersey Resources position peaked at $1.03K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.