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Shell Asset Management’s New Jersey Resources NJR Stock Holding History

Shell Asset 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
Q3 		$48K Sell
988
-2,115
-68% -$98.6K ﹤0.01% 875
2025
Q2 		$139K Sell
3,103
-747
-19% -$35K ﹤0.01% 888
2025
Q1 		$189K Buy
3,850
+1,006
+35% +$47.7K 0.01% 816
2024
Q4 		$133K Hold
2,844
– – 0.01% 974
2024
Q3 		$134K Buy
+2,844
New +$130K 0.01% 973
2024
Q1 		$129K Sell
3,009
-316
-10% -$13.3K 0.01% 953
2023
Q4 		$148K Sell
3,325
-1,000
-23% -$42.6K 0.01% 958
2023
Q3 		$176K Sell
4,325
-65
-1% -$2.85K 0.01% 947
2023
Q2 		$207K Sell
4,390
-25
-0.6% -$1.26K 0.01% 910
2023
Q1 		$235K Sell
4,415
-15
-0.3% -$764 0.01% 878
2022
Q4 		$220K Sell
4,430
-913
-17% -$41.7K 0.01% 922
2022
Q3 		$207K Sell
5,343
-1,400
-21% -$62.4K 0.01% 997
2022
Q2 		$300K Buy
6,743
+10
+0.1% +$449 0.01% 982
2022
Q1 		$309K Sell
6,733
-996
-13% -$41.5K 0.01% 1029
2021
Q4 		$317K Buy
7,729
+30
+0.4% +$1.16K 0.01% 1092
2021
Q3 		$268K Sell
7,699
-330
-4% -$12.5K 0.01% 1116
2021
Q2 		$318K Buy
+8,029
New +$339K 0.01% 1100

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

Shell Asset Management's NJR Position: Q3 2025 in Review

Shell Asset Management reduced its New Jersey Resources (NJR) stake by 68% in Q3 2025, selling an estimated $98.6K and leaving 988 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Shell Asset Management first reported a position in NJR in Q2 2021 and has held it in 17 quarters since. The position peaked at $318K in Q2 2021. 409 funds tracked by Wall St. Rank hold NJR as of Q3 2025.

  • Shell Asset Management held 988 shares of New Jersey Resources worth $48K as of Q3 2025.
  • Shell Asset Management sold 2,115 New Jersey Resources shares in Q3 2025, an estimated $98.6K.
  • New Jersey Resources made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #875 holding.
  • Shell Asset Management first reported a position in New Jersey Resources in Q2 2021 and has held it in 17 quarters since.
  • Shell Asset Management's New Jersey Resources position peaked at $318K in Q2 2021.
  • 409 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.