Orion Portfolio Solutions’s New Jersey Resources NJR Stock Holding History

Orion Portfolio Solutions’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	$223K	Buy	+4,551	New	+$216K	﹤0.01%	1758
2023 Q2	–	Sell	-5,336	Closed	-$284K	–	1661
2023 Q1	$284K	Buy	+5,336	New	+$272K	﹤0.01%	1368
2020 Q3	–	Sell	-458	Closed	-$15K	–	1480
2020 Q2	$15K	Buy	+458	New	+$15.2K	﹤0.01%	1050

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

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

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