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Johnson Financial Group Inc (Wisconsin)’s New Jersey Resources NJR Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-2,649
Closed -$130K – 838
2025
Q1 		$130K Buy
+2,649
New +$126K 0.01% 426
2024
Q4 		– Sell
-2,649
Closed -$125K – 944
2024
Q3 		$125K Buy
+2,649
New +$121K 0.01% 422
2024
Q1 		– Hold
0
– – – 762
2017
Q2 		– Sell
-772
Closed -$31K – 619
2017
Q1 		$31K Hold
772
– – ﹤0.01% 457
2016
Q4 		$27K Buy
772
+352
+84% +$11.9K ﹤0.01% 473
2016
Q3 		$14K Sell
420
-277
-40% -$9.8K ﹤0.01% 556
2016
Q2 		$27K Hold
697
– – ﹤0.01% 529
2016
Q1 		$25K Sell
697
-225
-24% -$7.8K 0.01% 472
2015
Q4 		$30K Sell
922
-1,800
-66% -$55.2K 0.01% 460
2015
Q3 		$82K Buy
2,722
+50
+2% +$1.42K 0.02% 375
2015
Q2 		$74K Hold
2,672
– – 0.02% 433
2015
Q1 		$83K Hold
2,672
– – 0.02% 417
2014
Q4 		$82K Sell
2,672
-978
-27% -$27.8K 0.02% 402
2014
Q3 		$92K Sell
3,650
-2,250
-38% -$59.2K 0.02% 346
2014
Q2 		$169K Buy
5,900
+4,000
+211% +$104K 0.04% 259
2014
Q1 		$47K Hold
1,900
– – 0.01% 393
2013
Q4 		$44K Sell
1,900
-4,100
-68% -$92.2K 0.01% 395
2013
Q3 		$132K Sell
6,000
-1,700
-22% -$37.3K 0.04% 256
2013
Q2 		$160K Buy
+7,700
New +$174K 0.04% 248

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

Johnson Financial Group Inc (Wisconsin)'s NJR Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of New Jersey Resources (NJR) in Q2 2025, closing a stake of 2,649 shares — an estimated $130K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in NJR in Q2 2013 and held it in 18 quarters. The position peaked at $169K in Q2 2014. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining New Jersey Resources position as of Q2 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 2,649 New Jersey Resources shares in Q2 2025, an estimated $130K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in New Jersey Resources in Q2 2013 and held it in 18 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s New Jersey Resources position peaked at $169K in Q2 2014.
  • 396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.