MML Investors Services’s New Jersey Resources NJR Stock Holding History

MML Investors Services’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 Q1	–	Sell	-6,151	Closed	-$287K	–	2767
2024 Q4	$287K	Sell	6,151 -2,470	-29%	-$117K	﹤0.01%	2294
2024 Q3	$407K	Buy	8,621 +1,093	+15%	+$49.9K	﹤0.01%	1988
2024 Q2	$322K	Sell	7,528 -102	-1%	-$4.4K	﹤0.01%	2042
2024 Q1	$327K	Buy	7,630 +2,402	+46%	+$101K	﹤0.01%	2049
2023 Q4	$233K	Sell	5,228 -3,574	-41%	-$152K	﹤0.01%	2213
2023 Q3	$358K	Buy	8,802 +2,755	+46%	+$121K	﹤0.01%	1826
2023 Q2	$285K	Buy	+6,047	New	+$305K	﹤0.01%	1960
2021 Q2	–	Sell	-6,223	Closed	-$248K	–	1929
2021 Q1	$248K	Buy	+6,223	New	+$237K	﹤0.01%	1613

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

MML Investors Services's NJR Position: Q1 2025 in Review

MML Investors Services sold out of New Jersey Resources (NJR) in Q1 2025, closing a stake of 6,151 shares — an estimated $287K sold.

MML Investors Services first reported a position in NJR in Q1 2021 and held it in 8 quarters. The position peaked at $407K in Q3 2024. 400 funds tracked by Wall St. Rank hold NJR as of Q1 2025.

MML Investors Services reported no remaining New Jersey Resources position as of Q1 2025 after selling out during the quarter.
MML Investors Services sold 6,151 New Jersey Resources shares in Q1 2025, an estimated $287K.
MML Investors Services first reported a position in New Jersey Resources in Q1 2021 and held it in 8 quarters.
MML Investors Services's New Jersey Resources position peaked at $407K in Q3 2024.
400 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2025.

Based on MML Investors Services's 13F filing for Q1 2025, filed 14 May 2025.