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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
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 $3.38T AUM 44.17% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Orion Portfolio Solutions's NJR Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in New Jersey Resources (NJR) in Q1 2025: 4,551 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #1758 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in NJR as recently as Q1 2023.

Orion Portfolio Solutions first reported a position in NJR in Q2 2020 and has held it in 3 quarters since. The position peaked at $284K in Q1 2023. 402 funds tracked by Wall St. Rank hold NJR as of Q1 2025.

  • Orion Portfolio Solutions held 4,551 shares of New Jersey Resources worth $223K as of Q1 2025.
  • New Jersey Resources was a new Orion Portfolio Solutions position in Q1 2025.
  • New Jersey Resources made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1758 holding.
  • Orion Portfolio Solutions first reported a position in New Jersey Resources in Q2 2020 and has held it in 3 quarters since.
  • Orion Portfolio Solutions's New Jersey Resources position peaked at $284K in Q1 2023.
  • 402 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.