Key Financial Inc’s New Jersey Resources NJR Stock Holding History

Key Financial Inc’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 Q1	–	Sell	-195	Closed	-$9.1K	–	1408
2024 Q4	$9.1K	Hold	195	–	–	﹤0.01%	833
2024 Q3	$9.2K	Hold	195	–	–	﹤0.01%	820
2024 Q2	$8.33K	Hold	195	–	–	﹤0.01%	828
2024 Q1	$8.37K	Hold	195	–	–	﹤0.01%	807
2023 Q4	$8.69K	Hold	195	–	–	﹤0.01%	778
2023 Q3	$7.92K	Hold	195	–	–	﹤0.01%	783
2023 Q2	$9.2K	Buy	+195	New	+$9.83K	﹤0.01%	753

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Key Financial Inc's NJR Position: Q1 2025 in Review

Key Financial Inc sold out of New Jersey Resources (NJR) in Q1 2025, closing a stake of 195 shares — an estimated $9.1K sold.

Key Financial Inc first reported a position in NJR in Q2 2023 and held it in 7 quarters. The position peaked at $9.2K in Q3 2024. 400 funds tracked by Wall St. Rank hold NJR as of Q1 2025.

Key Financial Inc reported no remaining New Jersey Resources position as of Q1 2025 after selling out during the quarter.
Key Financial Inc sold 195 New Jersey Resources shares in Q1 2025, an estimated $9.1K.
Key Financial Inc first reported a position in New Jersey Resources in Q2 2023 and held it in 7 quarters.
Key Financial Inc's New Jersey Resources position peaked at $9.2K in Q3 2024.
400 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2025.

Based on Key Financial Inc's 13F filing for Q1 2025, filed 1 May 2025.