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Prospera Financial Services’s New Jersey Resources NJR Stock Holding History

Prospera Financial Services’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
-16,893
Closed -$757K – 1387
2025
Q2 		$757K Buy
16,893
+2,335
+16% +$109K 0.01% 755
2025
Q1 		$714K Buy
14,558
+1,556
+12% +$73.8K 0.02% 658
2024
Q4 		$606K Buy
13,002
+498
+4% +$23.6K 0.01% 682
2024
Q3 		$590K Buy
12,504
+197
+2% +$8.99K 0.02% 665
2024
Q2 		$526K Buy
12,307
+52
+0.4% +$2.24K 0.01% 693
2024
Q1 		$526K Buy
12,255
+1,140
+10% +$48.1K 0.02% 697
2023
Q4 		$496K Buy
+11,115
New +$474K 0.02% 668
2023
Q3 		– Sell
-4,875
Closed -$230K – 1047
2023
Q2 		$230K Buy
4,875
+88
+2% +$4.43K 0.01% 906
2023
Q1 		$255K Buy
4,787
+49
+1% +$2.5K 0.01% 834
2022
Q4 		$235K Buy
+4,738
New +$216K 0.01% 792
2022
Q3 		– Sell
-4,484
Closed -$200K – 1339
2022
Q2 		$200K Sell
4,484
-4,074
-48% -$183K 0.01% 738
2022
Q1 		$392K Buy
+8,558
New +$356K 0.02% 663
2020
Q4 		– Sell
-123
Closed -$3K – 1253
2020
Q3 		$3K Sell
123
-13,363
-99% -$407K ﹤0.01% 1401
2020
Q2 		$440K Buy
13,486
+48
+0.4% +$1.59K 0.04% 381
2020
Q1 		$456K Sell
13,438
-641
-5% -$25K 0.05% 318
2019
Q4 		$628K Buy
+14,079
New +$608K 0.05% 334
2019
Q3 		– Sell
-4,220
Closed -$210K – 556
2019
Q2 		$210K Sell
4,220
-107
-2% -$5.27K 0.02% 484
2019
Q1 		$212K Buy
+4,327
New +$206K 0.07% 293

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
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

Prospera Financial Services's NJR Position: Q3 2025 in Review

Prospera Financial Services sold out of New Jersey Resources (NJR) in Q3 2025, closing a stake of 16,893 shares — an estimated $757K sold.

Prospera Financial Services first reported a position in NJR in Q1 2019 and held it in 18 quarters. The position peaked at $757K in Q2 2025. 409 funds tracked by Wall St. Rank hold NJR as of Q3 2025.

  • Prospera Financial Services reported no remaining New Jersey Resources position as of Q3 2025 after selling out during the quarter.
  • Prospera Financial Services sold 16,893 New Jersey Resources shares in Q3 2025, an estimated $757K.
  • Prospera Financial Services first reported a position in New Jersey Resources in Q1 2019 and held it in 18 quarters.
  • Prospera Financial Services's New Jersey Resources position peaked at $757K in Q2 2025.
  • 409 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2025.

Based on Prospera Financial Services's 13F filing for Q3 2025, filed 6 Nov 2025.