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Parkworth Wealth Management’s New Jersey Resources NJR Stock Holding History

Parkworth Wealth 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
Q2 		$403 Buy
9
+6
+200% +$281 ﹤0.01% 705
2025
Q1 		$147 Hold
3
– – ﹤0.01% 822
2024
Q4 		$140 Buy
+3
New +$142 ﹤0.01% 885

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parkworth Wealth Management's NJR Position: Q2 2025 in Review

Parkworth Wealth Management increased its New Jersey Resources (NJR) stake by 200% in Q2 2025, buying an estimated $281 and bringing the position to 9 shares worth $403. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Parkworth Wealth Management first reported a position in NJR in Q4 2024 and has held it in 3 quarters since. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

  • Parkworth Wealth Management held 9 shares of New Jersey Resources worth $403 as of Q2 2025.
  • Parkworth Wealth Management bought 6 New Jersey Resources shares in Q2 2025, an estimated $281.
  • New Jersey Resources made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #705 holding.
  • Parkworth Wealth Management first reported a position in New Jersey Resources in Q4 2024 and has held it in 3 quarters since.
  • 396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.