Neo Ivy Capital Management’s New Jersey Resources NJR Stock Holding History

Neo Ivy Capital 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	–	Sell	-1,004	Closed	-$48.3K	–	473
2025 Q3	$48.3K	Buy	+1,004	New	+$46.8K	0.01%	343
2024 Q3	–	Sell	-720	Closed	-$31K	–	357
2024 Q2	$31K	Buy	+720	New	+$31.1K	0.01%	214
2023 Q4	$163K	Buy	+3,662	New	+$156K	0.36%	94
2023 Q3	–	Sell	-25,359	Closed	-$1.2M	–	416
2023 Q2	$1.2M	Buy	+25,359	New	+$1.28M	0.63%	41
2022 Q4	$525K	Buy	+10,578	New	+$483K	0.36%	119
2021 Q2	–	Sell	-5,756	Closed	-$229K	–	557
2021 Q1	$229K	Buy	5,756 +3,915	+213%	+$149K	0.25%	146
2020 Q4	$65K	Buy	+1,841	New	+$59.9K	0.07%	286
2020 Q2	–	Sell	-10,430	Closed	-$354K	–	552
2020 Q1	$354K	Buy	+10,430	New	+$407K	0.58%	31

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Neo Ivy Capital Management's NJR Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of New Jersey Resources (NJR) in Q4 2025, closing a stake of 1,004 shares — an estimated $48.3K sold.

Neo Ivy Capital Management first reported a position in NJR in Q1 2020 and held it in 8 quarters. The position peaked at $1.2M in Q2 2023. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

Neo Ivy Capital Management reported no remaining New Jersey Resources position as of Q4 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 1,004 New Jersey Resources shares in Q4 2025, an estimated $48.3K.
Neo Ivy Capital Management first reported a position in New Jersey Resources in Q1 2020 and held it in 8 quarters.
Neo Ivy Capital Management's New Jersey Resources position peaked at $1.2M in Q2 2023.
413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.