Susquehanna Fundamental Investments’s New Jersey Resources NJR Stock Holding History

Susquehanna Fundamental Investments’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	-32,344	Closed	-$1.56M	–	654
2025 Q3	$1.56M	Sell	32,344 -36,719	-53%	-$1.71M	0.06%	267
2025 Q2	$3.1M	Sell	69,063 -38,242	-36%	-$1.79M	0.08%	265
2025 Q1	$5.26M	Buy	+107,305	New	+$5.09M	0.07%	311
2019 Q4	–	Sell	-7,150	Closed	-$323K	–	335
2019 Q3	$323K	Buy	7,150 +2,750	+63%	+$129K	0.04%	270
2019 Q2	$219K	Sell	4,400 -8,168	-65%	-$402K	0.03%	317
2019 Q1	$626K	Sell	12,568 -394	-3%	-$18.8K	0.07%	259
2018 Q4	$592K	Sell	12,962 -11,900	-48%	-$561K	0.1%	198
2018 Q3	$1.15M	Hold	24,862	–	–	0.19%	155
2018 Q2	$1.11M	Buy	24,862 +12,568	+102%	+$531K	0.17%	176
2018 Q1	$493K	Buy	+12,294	New	+$479K	0.06%	332

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

Susquehanna Fundamental Investments's NJR Position: Q4 2025 in Review

Susquehanna Fundamental Investments sold out of New Jersey Resources (NJR) in Q4 2025, closing a stake of 32,344 shares — an estimated $1.56M sold.

Susquehanna Fundamental Investments first reported a position in NJR in Q1 2018 and held it in 10 quarters. The position peaked at $5.26M in Q1 2025. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

Susquehanna Fundamental Investments reported no remaining New Jersey Resources position as of Q4 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 32,344 New Jersey Resources shares in Q4 2025, an estimated $1.56M.
Susquehanna Fundamental Investments first reported a position in New Jersey Resources in Q1 2018 and held it in 10 quarters.
Susquehanna Fundamental Investments's New Jersey Resources position peaked at $5.26M in Q1 2025.
413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2025, filed 17 Feb 2026.