NC
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NewSquare Capital’s New Jersey Resources NJR Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-13
Closed -$583 – 857
2025
Q2 		$583 Buy
13
+2
+18% +$94 ﹤0.01% 1124
2025
Q1 		$540 Buy
+11
New +$521 ﹤0.01% 1015

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State Street
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Dimensional Fund Advisors
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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

NewSquare Capital's NJR Position: Q3 2025 in Review

NewSquare Capital sold out of New Jersey Resources (NJR) in Q3 2025, closing a stake of 13 shares — an estimated $583 sold.

NewSquare Capital first reported a position in NJR in Q1 2025 and held it in 2 quarters. The position peaked at $583 in Q2 2025. 409 funds tracked by Wall St. Rank hold NJR as of Q3 2025.

  • NewSquare Capital reported no remaining New Jersey Resources position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 13 New Jersey Resources shares in Q3 2025, an estimated $583.
  • NewSquare Capital first reported a position in New Jersey Resources in Q1 2025 and held it in 2 quarters.
  • NewSquare Capital's New Jersey Resources position peaked at $583 in Q2 2025.
  • 409 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.