Rise Advisors’s New Jersey Resources NJR Stock Holding History

Rise Advisors’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	-363	Closed	-$17.5K	–	977
2025 Q3	$17.5K	Buy	363 +4	+1%	+$186	0.01%	661
2025 Q2	$16.1K	Buy	359 +3	+0.8%	+$141	0.01%	668
2025 Q1	$17.5K	Sell	356 -216	-38%	-$10.2K	0.01%	589
2024 Q4	$26.7K	Buy	572 +5	+0.9%	+$237	0.01%	455
2024 Q3	$26.8K	Buy	567 +5	+0.9%	+$228	0.01%	475
2024 Q2	$24K	Buy	562 +6	+1%	+$259	0.01%	502
2024 Q1	$23.9K	Buy	+556	New	+$23.4K	0.01%	523

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rise Advisors's NJR Position: Q4 2025 in Review

Rise Advisors sold out of New Jersey Resources (NJR) in Q4 2025, closing a stake of 363 shares — an estimated $17.5K sold.

Rise Advisors first reported a position in NJR in Q1 2024 and held it in 7 quarters. The position peaked at $26.8K in Q3 2024. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

Rise Advisors reported no remaining New Jersey Resources position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 363 New Jersey Resources shares in Q4 2025, an estimated $17.5K.
Rise Advisors first reported a position in New Jersey Resources in Q1 2024 and held it in 7 quarters.
Rise Advisors's New Jersey Resources position peaked at $26.8K in Q3 2024.
413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.