Tidal Investments’s New Jersey Resources NJR Stock Holding History

Tidal 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	-5,023	Closed	-$242K	–	2270
2025 Q3	$242K	Buy	+5,023	New	+$234K	﹤0.01%	1891

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

Tidal Investments's NJR Position: Q4 2025 in Review

Tidal Investments sold out of New Jersey Resources (NJR) in Q4 2025, closing a stake of 5,023 shares — an estimated $242K sold.

Tidal Investments first reported a position in NJR in Q3 2025 and held it in 1 quarter. The position peaked at $242K in Q3 2025. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

Tidal Investments reported no remaining New Jersey Resources position as of Q4 2025 after selling out during the quarter.
Tidal Investments sold 5,023 New Jersey Resources shares in Q4 2025, an estimated $242K.
Tidal Investments first reported a position in New Jersey Resources in Q3 2025 and held it in 1 quarter.
Tidal Investments's New Jersey Resources position peaked at $242K in Q3 2025.
413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

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