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LGT Financial Advisors’s New Jersey Resources NJR Stock Holding History

LGT Financial 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
-2
Closed -$90 – 565
2025
Q2 		$90 Buy
+2
New +$94 ﹤0.01% 603
2023
Q4 		– Sell
-11
Closed -$447 – 943
2023
Q3 		$447 Buy
+11
New +$482 ﹤0.01% 904

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

LGT Financial Advisors's NJR Position: Q3 2025 in Review

LGT Financial Advisors sold out of New Jersey Resources (NJR) in Q3 2025, closing a stake of 2 shares — an estimated $90 sold.

LGT Financial Advisors first reported a position in NJR in Q3 2023 and held it in 2 quarters. The position peaked at $447 in Q3 2023. 409 funds tracked by Wall St. Rank hold NJR as of Q3 2025.

  • LGT Financial Advisors reported no remaining New Jersey Resources position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 2 New Jersey Resources shares in Q3 2025, an estimated $90.
  • LGT Financial Advisors first reported a position in New Jersey Resources in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's New Jersey Resources position peaked at $447 in Q3 2023.
  • 409 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.