Main Street Financial Solutions’s New Jersey Resources NJR Stock Holding History

Main Street Financial Solutions’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	-4,634	Closed	-$227K	–	572
2025 Q1	$227K	Buy	4,634 +167	+4%	+$7.92K	0.02%	462
2024 Q4	$208K	Buy	4,467 +32	+0.7%	+$1.52K	0.02%	457
2024 Q3	$209K	Buy	+4,435	New	+$203K	0.02%	495
2023 Q3	–	Sell	-4,388	Closed	-$207K	–	484
2023 Q2	$207K	Buy	4,388 +24	+0.5%	+$1.21K	0.03%	420
2023 Q1	$232K	Buy	4,364 +27	+0.6%	+$1.38K	0.03%	401
2022 Q4	$215K	Buy	+4,337	New	+$198K	0.03%	408

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Main Street Financial Solutions's NJR Position: Q2 2025 in Review

Main Street Financial Solutions sold out of New Jersey Resources (NJR) in Q2 2025, closing a stake of 4,634 shares — an estimated $227K sold.

Main Street Financial Solutions first reported a position in NJR in Q4 2022 and held it in 6 quarters. The position peaked at $232K in Q1 2023. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

Main Street Financial Solutions reported no remaining New Jersey Resources position as of Q2 2025 after selling out during the quarter.
Main Street Financial Solutions sold 4,634 New Jersey Resources shares in Q2 2025, an estimated $227K.
Main Street Financial Solutions first reported a position in New Jersey Resources in Q4 2022 and held it in 6 quarters.
Main Street Financial Solutions's New Jersey Resources position peaked at $232K in Q1 2023.
396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on Main Street Financial Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.