Stephens Consulting’s New Jersey Resources NJR Stock Holding History

Stephens Consulting’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	–	Sell	-30	Closed	-$1.47K	–	1708
2025 Q1	$1.47K	Buy	+30	New	+$1.42K	﹤0.01%	515

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stephens Consulting's NJR Position: Q2 2025 in Review

Stephens Consulting sold out of New Jersey Resources (NJR) in Q2 2025, closing a stake of 30 shares — an estimated $1.47K sold.

Stephens Consulting first reported a position in NJR in Q1 2025 and held it in 1 quarter. The position peaked at $1.47K in Q1 2025. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

Stephens Consulting reported no remaining New Jersey Resources position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 30 New Jersey Resources shares in Q2 2025, an estimated $1.47K.
Stephens Consulting first reported a position in New Jersey Resources in Q1 2025 and held it in 1 quarter.
Stephens Consulting's New Jersey Resources position peaked at $1.47K in Q1 2025.
396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.