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Meritage Portfolio Management’s New Jersey Resources NJR Stock Holding History

Meritage Portfolio 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 		$4.36M Sell
94,634
-615
-0.6% -$28.4K 0.29% 106
2025
Q3 		$4.59M Sell
95,249
-1,364
-1% -$63.6K 0.31% 96
2025
Q2 		$4.33M Buy
+96,613
New +$4.53M 0.27% 107

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meritage Portfolio Management's NJR Position: Q4 2025 in Review

Meritage Portfolio Management reduced its New Jersey Resources (NJR) stake by 0.65% in Q4 2025, selling an estimated $28.4K and leaving 94,634 shares worth $4.36M. The position accounts for 0.29% of the portfolio, ranked #106.

Meritage Portfolio Management first reported a position in NJR in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.59M in Q3 2025. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

  • Meritage Portfolio Management held 94,634 shares of New Jersey Resources worth $4.36M as of Q4 2025.
  • Meritage Portfolio Management sold 615 New Jersey Resources shares in Q4 2025, an estimated $28.4K.
  • New Jersey Resources made up 0.29% of Meritage Portfolio Management's portfolio in Q4 2025, its #106 holding.
  • Meritage Portfolio Management first reported a position in New Jersey Resources in Q2 2025 and has held it in 3 quarters since.
  • Meritage Portfolio Management's New Jersey Resources position peaked at $4.59M in Q3 2025.
  • 413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.