Gotham Asset Management’s New Jersey Resources NJR Stock Holding History

Gotham Asset 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 Q4	–	Sell	-5,166	Closed	-$249K	–	1793
2025 Q3	$249K	Sell	5,166 -2,888	-36%	-$135K	﹤0.01%	1557
2025 Q2	$361K	Buy	+8,054	New	+$377K	﹤0.01%	1409
2024 Q2	–	Sell	-26,166	Closed	-$1.12M	–	1473
2024 Q1	$1.12M	Buy	26,166 +6,286	+32%	+$265K	0.02%	814
2023 Q4	$886K	Buy	19,880 +14,931	+302%	+$636K	0.02%	826
2023 Q3	$201K	Buy	+4,949	New	+$217K	﹤0.01%	1243
2022 Q3	–	Sell	-5,695	Closed	-$254K	–	1236
2022 Q2	$254K	Buy	+5,695	New	+$256K	0.01%	985
2021 Q3	–	Sell	-8,703	Closed	-$344K	–	1089
2021 Q2	$344K	Buy	+8,703	New	+$368K	0.01%	793
2019 Q3	–	Sell	-13,920	Closed	-$693K	–	1179
2019 Q2	$693K	Buy	13,920 +7,258	+109%	+$358K	0.01%	721
2019 Q1	$332K	Buy	6,662 +1,754	+36%	+$83.5K	﹤0.01%	966
2018 Q4	$224K	Buy	+4,908	New	+$231K	﹤0.01%	920
2015 Q4	–	Sell	-7,929	Closed	-$238K	–	958
2015 Q3	$238K	Sell	7,929 -97,486	-92%	-$2.77M	﹤0.01%	836
2015 Q2	$2.9M	Buy	+105,415	New	+$3.15M	0.02%	510
2014 Q3	–	Sell	-20,470	Closed	-$585K	–	1049
2014 Q2	$585K	Buy	+20,470	New	+$532K	0.01%	759

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

Gotham Asset Management's NJR Position: Q4 2025 in Review

Gotham Asset Management sold out of New Jersey Resources (NJR) in Q4 2025, closing a stake of 5,166 shares — an estimated $249K sold.

Gotham Asset Management first reported a position in NJR in Q2 2014 and held it in 13 quarters. The position peaked at $2.9M in Q2 2015. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

Gotham Asset Management reported no remaining New Jersey Resources position as of Q4 2025 after selling out during the quarter.
Gotham Asset Management sold 5,166 New Jersey Resources shares in Q4 2025, an estimated $249K.
Gotham Asset Management first reported a position in New Jersey Resources in Q2 2014 and held it in 13 quarters.
Gotham Asset Management's New Jersey Resources position peaked at $2.9M in Q2 2015.
413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on Gotham Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.