Hillsdale Investment Management’s New Jersey Resources NJR Stock Holding History

Hillsdale Investment 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 Q3	–	Sell	-150	Closed	-$6.72K	–	707
2025 Q2	$6.72K	Hold	150	–	–	﹤0.01%	562
2025 Q1	$7.36K	Hold	150	–	–	﹤0.01%	506
2024 Q4	$7K	Buy	+150	New	+$7.11K	﹤0.01%	523
2019 Q1	–	Sell	-9,900	Closed	-$452K	–	659
2018 Q4	$452K	Buy	+9,900	New	+$467K	0.05%	267
2016 Q1	–	Sell	-12,000	Closed	-$396K	–	532
2015 Q4	$396K	Buy	12,000 +4,700	+64%	+$144K	0.15%	144
2015 Q3	$219K	Buy	+7,300	New	+$208K	0.07%	283
2015 Q1	–	Sell	-19,000	Closed	-$581K	–	550
2014 Q4	$581K	Sell	19,000 -1,000	-5%	-$28.4K	0.15%	115
2014 Q3	$505K	Sell	20,000 -5,000	-20%	-$132K	0.16%	96
2014 Q2	$715K	Buy	25,000 +14,800	+145%	+$385K	0.16%	71
2014 Q1	$254K	Buy	+10,200	New	+$234K	0.07%	249

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Hillsdale Investment Management's NJR Position: Q3 2025 in Review

Hillsdale Investment Management sold out of New Jersey Resources (NJR) in Q3 2025, closing a stake of 150 shares — an estimated $6.72K sold.

Hillsdale Investment Management first reported a position in NJR in Q1 2014 and held it in 10 quarters. The position peaked at $715K in Q2 2014. 409 funds tracked by Wall St. Rank hold NJR as of Q3 2025.

Hillsdale Investment Management reported no remaining New Jersey Resources position as of Q3 2025 after selling out during the quarter.
Hillsdale Investment Management sold 150 New Jersey Resources shares in Q3 2025, an estimated $6.72K.
Hillsdale Investment Management first reported a position in New Jersey Resources in Q1 2014 and held it in 10 quarters.
Hillsdale Investment Management's New Jersey Resources position peaked at $715K in Q2 2014.
409 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2025.

Based on Hillsdale Investment Management's 13F filing for Q3 2025, filed 10 Nov 2025.