Jefferies Financial Group’s New Jersey Resources NJR Stock Holding History

Jefferies Financial Group’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 Q4	–	Sell	-10,661	Closed	-$513K	–	1988
2025 Q3	$513K	Buy	+10,661	New	+$497K	﹤0.01%	1075
2023 Q1	–	Sell	-31,582	Closed	-$1.57M	–	1872
2022 Q4	$1.57M	Buy	+31,582	New	+$1.44M	0.01%	738

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Jefferies Financial Group's NJR Position: Q4 2025 in Review

Jefferies Financial Group sold out of New Jersey Resources (NJR) in Q4 2025, closing a stake of 10,661 shares — an estimated $513K sold.

Jefferies Financial Group first reported a position in NJR in Q4 2022 and held it in 2 quarters. The position peaked at $1.57M in Q4 2022. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

Jefferies Financial Group reported no remaining New Jersey Resources position as of Q4 2025 after selling out during the quarter.
Jefferies Financial Group sold 10,661 New Jersey Resources shares in Q4 2025, an estimated $513K.
Jefferies Financial Group first reported a position in New Jersey Resources in Q4 2022 and held it in 2 quarters.
Jefferies Financial Group's New Jersey Resources position peaked at $1.57M in Q4 2022.
413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on Jefferies Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.