High Note Wealth’s New Jersey Resources NJR Stock Holding History

High Note Wealth’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	-44	Closed	-$2.16K	–	956
2025 Q1	$2.16K	Sell	44 -51	-54%	-$2.42K	﹤0.01%	646
2024 Q4	$4.43K	Buy	+95	New	+$4.5K	﹤0.01%	491

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

High Note Wealth's NJR Position: Q2 2025 in Review

High Note Wealth sold out of New Jersey Resources (NJR) in Q2 2025, closing a stake of 44 shares — an estimated $2.16K sold.

High Note Wealth first reported a position in NJR in Q4 2024 and held it in 2 quarters. The position peaked at $4.43K in Q4 2024. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

High Note Wealth reported no remaining New Jersey Resources position as of Q2 2025 after selling out during the quarter.
High Note Wealth sold 44 New Jersey Resources shares in Q2 2025, an estimated $2.16K.
High Note Wealth first reported a position in New Jersey Resources in Q4 2024 and held it in 2 quarters.
High Note Wealth's New Jersey Resources position peaked at $4.43K in Q4 2024.
396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on High Note Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.