Litman Gregory Wealth Management’s New Jersey Resources NJR Stock Holding History

Litman Gregory Wealth Management’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	$20.2K	Buy	+438	New	+$20.2K	﹤0.01%	270

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 $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EIP

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Litman Gregory Wealth Management's NJR Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in New Jersey Resources (NJR) in Q4 2025: 438 shares worth $20.2K. The stake represents ﹤0.01% of the portfolio and ranks #270 among its holdings.

414 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

Litman Gregory Wealth Management held 438 shares of New Jersey Resources worth $20.2K as of Q4 2025.
New Jersey Resources was a new Litman Gregory Wealth Management position in Q4 2025.
New Jersey Resources made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #270 holding.
414 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.