Good Life Advisors’s New Jersey Resources NJR Stock Holding History

Good Life Advisors’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	$1.58M	Buy	35,297 +321	+0.9%	+$15K	0.1%	162
2025 Q1	$1.72M	Buy	34,976 +333	+1%	+$15.8K	0.12%	147
2024 Q4	$1.62M	Buy	34,643 +327	+1%	+$15.5K	0.12%	143
2024 Q3	$1.62M	Buy	34,316 +333	+1%	+$15.2K	0.1%	163
2024 Q2	$1.45M	Buy	33,983 +330	+1%	+$14.2K	0.12%	145
2024 Q1	$1.44M	Buy	33,653 +316	+0.9%	+$13.3K	0.13%	129
2023 Q4	$1.49M	Buy	33,337 +342	+1%	+$14.6K	0.15%	124
2023 Q3	$1.34M	Buy	32,995 +270	+0.8%	+$11.8K	0.15%	126
2023 Q2	$1.54M	Buy	32,725 +1	+0%	+$50	0.17%	113
2023 Q1	$1.74M	Hold	32,724	–	–	0.22%	94
2022 Q4	$1.62M	Sell	32,724 -1	-0%	-$46	0.22%	97
2022 Q3	$1.27M	Hold	32,725	–	–	0.19%	110
2022 Q2	$1.46M	Hold	32,725	–	–	0.2%	100
2022 Q1	$1.5M	Hold	32,725	–	–	0.19%	102
2021 Q4	$1.34M	Hold	32,725	–	–	0.16%	105
2021 Q3	$1.14M	Hold	32,725	–	–	0.16%	115
2021 Q2	$1.29M	Sell	32,725 -80	-0.2%	-$3.38K	0.25%	73
2021 Q1	$1.31M	Hold	32,805	–	–	0.26%	74
2020 Q4	$1.17M	Buy	32,805 +80	+0.2%	+$2.6K	0.27%	67
2020 Q3	$884K	Buy	+32,725	New	+$996K	0.24%	82

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Good Life Advisors's NJR Position: Q2 2025 in Review

Good Life Advisors increased its New Jersey Resources (NJR) stake by 0.92% in Q2 2025, buying an estimated $15K and bringing the position to 35,297 shares worth $1.58M. The position accounts for 0.1% of the portfolio, ranked #162.

Good Life Advisors first reported a position in NJR in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.74M in Q1 2023. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

Good Life Advisors held 35,297 shares of New Jersey Resources worth $1.58M as of Q2 2025.
Good Life Advisors bought 321 New Jersey Resources shares in Q2 2025, an estimated $15K.
New Jersey Resources made up 0.1% of Good Life Advisors's portfolio in Q2 2025, its #162 holding.
Good Life Advisors first reported a position in New Jersey Resources in Q3 2020 and has held it in 20 quarters since.
Good Life Advisors's New Jersey Resources position peaked at $1.74M in Q1 2023.
396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.