Global Retirement Partners’s New Jersey Resources NJR Stock Holding History

Global Retirement 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 Q4	$168K	Buy	3,632 +3,530	+3,461%	+$163K	﹤0.01%	1579
2025 Q3	$4.91K	Hold	102	–	–	﹤0.01%	2983
2025 Q2	$4.57K	Buy	+102	New	+$4.78K	﹤0.01%	2946
2024 Q4	$1.54K	Hold	33	–	–	﹤0.01%	3166
2024 Q3	$1.56K	Hold	33	–	–	﹤0.01%	3013
2024 Q2	$1.41K	Buy	33 +1	+3%	+$43	﹤0.01%	3074
2024 Q1	$1.37K	Hold	32	–	–	﹤0.01%	2880
2023 Q4	$1.35K	Hold	32	–	–	﹤0.01%	2810
2023 Q3	$1.29K	Sell	32 -28	-47%	-$1.23K	﹤0.01%	2693
2023 Q2	$2.83K	Hold	60	–	–	﹤0.01%	2412
2023 Q1	$3.12K	Buy	60 +32	+114%	+$1.63K	﹤0.01%	2343
2022 Q4	$1.39K	Buy	+28	New	+$1.28K	﹤0.01%	2488
2021 Q2	–	Sell	-83	Closed	-$3K	–	1911
2021 Q1	$3K	Buy	+83	New	+$3.16K	﹤0.01%	1597

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Retirement Partners's NJR Position: Q4 2025 in Review

Global Retirement Partners increased its New Jersey Resources (NJR) stake by 3,461% in Q4 2025, buying an estimated $163K and bringing the position to 3,632 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Global Retirement Partners first reported a position in NJR in Q1 2021 and has held it in 13 quarters since. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

Global Retirement Partners held 3,632 shares of New Jersey Resources worth $168K as of Q4 2025.
Global Retirement Partners bought 3,530 New Jersey Resources shares in Q4 2025, an estimated $163K.
New Jersey Resources made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1579 holding.
Global Retirement Partners first reported a position in New Jersey Resources in Q1 2021 and has held it in 13 quarters since.
413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.