Hartford Financial Management’s New Jersey Resources NJR Stock Holding History

Hartford Financial 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 Q2	–	Sell	-76,500	Closed	-$3.75M	–	364
2025 Q1	$3.75M	Hold	76,500	–	–	0.77%	45
2024 Q4	$3.57M	Hold	76,500	–	–	0.73%	46
2024 Q3	$3.61M	Hold	76,500	–	–	0.74%	47
2024 Q2	$3.27M	Hold	76,500	–	–	0.7%	50
2024 Q1	$3.28M	Hold	76,500	–	–	0.69%	48
2023 Q4	$3.41M	Hold	76,500	–	–	0.77%	39
2023 Q3	$3.11M	Hold	76,500	–	–	0.79%	42
2023 Q2	$3.61M	Hold	76,500	–	–	0.89%	38
2023 Q1	$4.07M	Hold	76,500	–	–	1.05%	30
2022 Q4	$3.8M	Hold	76,500	–	–	1%	34
2022 Q3	$2.96M	Hold	76,500	–	–	0.87%	42
2022 Q2	$3.41M	Hold	76,500	–	–	0.94%	41
2022 Q1	$3.51M	Hold	76,500	–	–	0.85%	43
2021 Q4	$3.14M	Hold	76,500	–	–	0.73%	54
2021 Q3	$2.66M	Hold	76,500	–	–	0.68%	58
2021 Q2	$3.03M	Hold	76,500	–	–	0.75%	53
2021 Q1	$3.05M	Hold	76,500	–	–	0.76%	48
2020 Q4	$2.72M	Hold	76,500	–	–	0.72%	47
2020 Q3	$2.07M	Hold	76,500	–	–	0.61%	59
2020 Q2	$2.5M	Hold	76,500	–	–	0.8%	45
2020 Q1	$2.6M	Hold	76,500	–	–	1.04%	34
2019 Q4	$3.41M	Hold	76,500	–	–	1.07%	28
2019 Q3	$3.46M	Hold	76,500	–	–	1.15%	24
2019 Q2	$3.81M	Hold	76,500	–	–	1.27%	22
2019 Q1	$3.81M	Hold	76,500	–	–	1.3%	22
2018 Q4	$3.49M	Hold	76,500	–	–	1.33%	21
2018 Q3	$3.53M	Hold	76,500	–	–	1.19%	24
2018 Q2	$3.42M	Buy	+76,500	New	+$3.23M	1.22%	21

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hartford Financial Management's NJR Position: Q2 2025 in Review

Hartford Financial Management sold out of New Jersey Resources (NJR) in Q2 2025, closing a stake of 76,500 shares — an estimated $3.75M sold.

Hartford Financial Management first reported a position in NJR in Q2 2018 and held it in 28 quarters. The position peaked at $4.07M in Q1 2023. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

Hartford Financial Management reported no remaining New Jersey Resources position as of Q2 2025 after selling out during the quarter.
Hartford Financial Management sold 76,500 New Jersey Resources shares in Q2 2025, an estimated $3.75M.
Hartford Financial Management first reported a position in New Jersey Resources in Q2 2018 and held it in 28 quarters.
Hartford Financial Management's New Jersey Resources position peaked at $4.07M in Q1 2023.
396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on Hartford Financial Management's 13F filing for Q2 2025, filed 31 Jul 2025.