Trust Company of Vermont’s New Jersey Resources NJR Stock Holding History

Trust Company of Vermont’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	$9.27K	Hold	201	–	–	﹤0.01%	856
2025 Q3	$9.68K	Hold	201	–	–	﹤0.01%	841
2025 Q2	$9.01K	Hold	201	–	–	﹤0.01%	827
2025 Q1	$9.86K	Hold	201	–	–	﹤0.01%	767
2024 Q4	$9.38K	Hold	201	–	–	﹤0.01%	774
2024 Q3	$9.49K	Buy	+201	New	+$9.18K	﹤0.01%	758
2020 Q3	–	Sell	-418	Closed	-$14K	–	775
2020 Q2	$14K	Hold	418	–	–	﹤0.01%	581
2020 Q1	$14K	Hold	418	–	–	﹤0.01%	611
2019 Q4	$19K	Hold	418	–	–	﹤0.01%	612
2019 Q3	$19K	Hold	418	–	–	﹤0.01%	629
2019 Q2	$21K	Hold	418	–	–	﹤0.01%	618
2019 Q1	$21K	Hold	418	–	–	﹤0.01%	603
2018 Q4	$19K	Hold	418	–	–	﹤0.01%	625
2018 Q3	$19K	Hold	418	–	–	﹤0.01%	694
2018 Q2	$19K	Hold	418	–	–	﹤0.01%	710
2018 Q1	$17K	Hold	418	–	–	﹤0.01%	676
2017 Q4	$17K	Hold	418	–	–	﹤0.01%	685
2017 Q3	$18K	Hold	418	–	–	﹤0.01%	657
2017 Q2	$17K	Hold	418	–	–	﹤0.01%	668
2017 Q1	$17K	Hold	418	–	–	﹤0.01%	639
2016 Q4	$15K	Hold	418	–	–	﹤0.01%	651
2016 Q3	$14K	Hold	418	–	–	﹤0.01%	618
2016 Q2	$16K	Hold	418	–	–	﹤0.01%	557
2016 Q1	$15K	Hold	418	–	–	﹤0.01%	562
2015 Q4	$14K	Buy	+418	New	+$12.8K	﹤0.01%	584

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

Trust Company of Vermont's NJR Position: Q4 2025 in Review

Trust Company of Vermont held its New Jersey Resources (NJR) position steady in Q4 2025 at 201 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Trust Company of Vermont first reported a position in NJR in Q4 2015 and has held it in 25 quarters since. The position peaked at $21K in Q2 2019. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

Trust Company of Vermont held 201 shares of New Jersey Resources worth $9.27K as of Q4 2025.
Trust Company of Vermont left its New Jersey Resources share count unchanged in Q4 2025.
New Jersey Resources made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #856 holding.
Trust Company of Vermont first reported a position in New Jersey Resources in Q4 2015 and has held it in 25 quarters since.
Trust Company of Vermont's New Jersey Resources position peaked at $21K in Q2 2019.
413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.