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J.W. Coons Advisors’s New Jersey Resources NJR Stock Holding History

J.W. Coons 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 		$261K Sell
5,821
-175
-3% -$8.2K 0.06% 216
2025
Q1 		$294K Sell
5,996
-149
-2% -$7.06K 0.08% 194
2024
Q4 		$287K Buy
6,145
+1,472
+32% +$69.8K 0.07% 199
2024
Q3 		$221K Buy
+4,673
New +$213K 0.06% 224
2023
Q2 		– Sell
-4,125
Closed -$219K – 236
2023
Q1 		$219K Buy
+4,125
New +$210K 0.06% 226

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

J.W. Coons Advisors's NJR Position: Q2 2025 in Review

J.W. Coons Advisors reduced its New Jersey Resources (NJR) stake by 2.9% in Q2 2025, selling an estimated $8.2K and leaving 5,821 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #216.

J.W. Coons Advisors first reported a position in NJR in Q1 2023 and has held it in 5 quarters since. The position peaked at $294K in Q1 2025. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

  • J.W. Coons Advisors held 5,821 shares of New Jersey Resources worth $261K as of Q2 2025.
  • J.W. Coons Advisors sold 175 New Jersey Resources shares in Q2 2025, an estimated $8.2K.
  • New Jersey Resources made up 0.06% of J.W. Coons Advisors's portfolio in Q2 2025, its #216 holding.
  • J.W. Coons Advisors first reported a position in New Jersey Resources in Q1 2023 and has held it in 5 quarters since.
  • J.W. Coons Advisors's New Jersey Resources position peaked at $294K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.