R Squared’s New Jersey Resources NJR Stock Holding History

R Squared’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 Q4	–	Sell	-4,565	Closed	-$220K	–	651
2025 Q3	$220K	Buy	+4,565	New	+$213K	0.09%	352
2025 Q1	–	Sell	-2,090	Closed	-$97.5K	–	1064
2024 Q4	$97.5K	Buy	+2,090	New	+$99.1K	0.09%	266

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

R Squared's NJR Position: Q4 2025 in Review

R Squared sold out of New Jersey Resources (NJR) in Q4 2025, closing a stake of 4,565 shares — an estimated $220K sold.

R Squared first reported a position in NJR in Q4 2024 and held it in 2 quarters. The position peaked at $220K in Q3 2025. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

R Squared reported no remaining New Jersey Resources position as of Q4 2025 after selling out during the quarter.
R Squared sold 4,565 New Jersey Resources shares in Q4 2025, an estimated $220K.
R Squared first reported a position in New Jersey Resources in Q4 2024 and held it in 2 quarters.
R Squared's New Jersey Resources position peaked at $220K in Q3 2025.
413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on R Squared's 13F filing for Q4 2025, filed 30 Jan 2026.