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Jackson Creek Investment Advisors’s New Jersey Resources NJR Stock Holding History

Jackson Creek Investment 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
Q3 		– Sell
-30,014
Closed -$1.34M – 328
2025
Q2 		$1.34M Buy
30,014
+3,993
+15% +$187K 0.36% 152
2025
Q1 		$1.28M Sell
26,021
-16
-0.1% -$758 0.41% 133
2024
Q4 		$1.22M Sell
26,037
-815
-3% -$38.6K 0.37% 148
2024
Q3 		$1.27M Buy
26,852
+5,957
+29% +$272K 0.38% 151
2024
Q2 		$893K Sell
20,895
-36
-0.2% -$1.55K 0.33% 176
2024
Q1 		$898K Sell
20,931
-48
-0.2% -$2.02K 0.32% 185
2023
Q4 		$935K Buy
+20,979
New +$894K 0.36% 150
2023
Q3 		– Sell
-24,253
Closed -$1.15M – 341
2023
Q2 		$1.15M Buy
24,253
+1,494
+7% +$75.3K 0.46% 40
2023
Q1 		$1.21M Sell
22,759
-28
-0.1% -$1.43K 0.51% 21
2022
Q4 		$1.13M Buy
22,787
+1,318
+6% +$60.2K 0.5% 13
2022
Q3 		$831K Buy
+21,469
New +$957K 0.39% 115

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Jackson Creek Investment Advisors's NJR Position: Q3 2025 in Review

Jackson Creek Investment Advisors sold out of New Jersey Resources (NJR) in Q3 2025, closing a stake of 30,014 shares — an estimated $1.34M sold.

Jackson Creek Investment Advisors first reported a position in NJR in Q3 2022 and held it in 11 quarters. The position peaked at $1.34M in Q2 2025. 409 funds tracked by Wall St. Rank hold NJR as of Q3 2025.

  • Jackson Creek Investment Advisors reported no remaining New Jersey Resources position as of Q3 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 30,014 New Jersey Resources shares in Q3 2025, an estimated $1.34M.
  • Jackson Creek Investment Advisors first reported a position in New Jersey Resources in Q3 2022 and held it in 11 quarters.
  • Jackson Creek Investment Advisors's New Jersey Resources position peaked at $1.34M in Q2 2025.
  • 409 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.