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Meridian Wealth Partners’s New Jersey Resources NJR Stock Holding History

Meridian Wealth Partners’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
-4,143
Closed -$203K – 114
2025
Q1 		$203K Sell
4,143
-1,311
-24% -$62.1K 0.03% 102
2024
Q4 		$254K Buy
5,454
+4
+0.1% +$190 0.04% 95
2024
Q3 		$257K Sell
5,450
-7
-0.1% -$320 0.04% 90
2024
Q2 		$233K Buy
5,457
+5
+0.1% +$216 0.04% 95
2024
Q1 		$234K Hold
5,452
– – 0.04% 91
2023
Q4 		$243K Sell
5,452
-18
-0.3% -$767 0.05% 88
2023
Q3 		$222K Sell
5,470
-144
-3% -$6.3K 0.05% 85
2023
Q2 		$265K Sell
5,614
-177
-3% -$8.92K 0.05% 76
2023
Q1 		$308K Buy
5,791
+13
+0.2% +$662 0.07% 64
2022
Q4 		$287K Buy
5,778
+143
+3% +$6.53K 0.07% 66
2022
Q3 		$218K Buy
5,635
+23
+0.4% +$1.02K 0.05% 75
2022
Q2 		$250K Buy
5,612
+20
+0.4% +$898 0.06% 68
2022
Q1 		$256K Sell
5,592
-10
-0.2% -$416 0.05% 67
2021
Q4 		$230K Buy
+5,602
New +$217K 0.05% 74
2021
Q3 		– Sell
-5,592
Closed -$221K – 79
2021
Q2 		$221K Hold
5,592
– – 0.05% 73
2021
Q1 		$223K Hold
5,592
– – 0.07% 67
2020
Q4 		$199K Hold
5,592
– – 0.08% 64
2020
Q3 		$151K Hold
5,592
– – 0.08% 71
2020
Q2 		$183K Hold
5,592
– – 0.1% 63
2020
Q1 		$190K Hold
5,592
– – 0.11% 56
2019
Q4 		$249K Buy
+5,592
New +$242K 0.16% 51

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

Meridian Wealth Partners's NJR Position: Q2 2025 in Review

Meridian Wealth Partners sold out of New Jersey Resources (NJR) in Q2 2025, closing a stake of 4,143 shares — an estimated $203K sold.

Meridian Wealth Partners first reported a position in NJR in Q4 2019 and held it in 21 quarters. The position peaked at $308K in Q1 2023. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

  • Meridian Wealth Partners reported no remaining New Jersey Resources position as of Q2 2025 after selling out during the quarter.
  • Meridian Wealth Partners sold 4,143 New Jersey Resources shares in Q2 2025, an estimated $203K.
  • Meridian Wealth Partners first reported a position in New Jersey Resources in Q4 2019 and held it in 21 quarters.
  • Meridian Wealth Partners's New Jersey Resources position peaked at $308K in Q1 2023.
  • 396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on Meridian Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.