TwinBeech Capital’s New Jersey Resources NJR Stock Holding History

TwinBeech Capital’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	-7,171	Closed	-$345K	–	769
2025 Q3	$345K	Sell	7,171 -93,201	-93%	-$4.34M	0.01%	446
2025 Q2	$4.5M	Buy	100,372 +71,396	+246%	+$3.35M	0.1%	216
2025 Q1	$1.42M	Buy	28,976 +19,304	+200%	+$915K	0.03%	433
2024 Q4	$451K	Sell	9,672 -13,808	-59%	-$655K	0.01%	465
2024 Q3	$1.11M	Buy	+23,480	New	+$1.07M	0.02%	493
2023 Q4	–	Sell	-8,082	Closed	-$328K	–	825
2023 Q3	$328K	Sell	8,082 -40,669	-83%	-$1.78M	0.01%	563
2023 Q2	$2.3M	Buy	+48,751	New	+$2.46M	0.05%	370
2022 Q2	–	Sell	-4,949	Closed	-$227K	–	654
2022 Q1	$227K	Buy	+4,949	New	+$206K	0.01%	448
2021 Q2	–	Sell	-8,140	Closed	-$325K	–	585
2021 Q1	$325K	Buy	+8,140	New	+$310K	0.05%	359

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

TwinBeech Capital's NJR Position: Q4 2025 in Review

TwinBeech Capital sold out of New Jersey Resources (NJR) in Q4 2025, closing a stake of 7,171 shares — an estimated $345K sold.

TwinBeech Capital first reported a position in NJR in Q1 2021 and held it in 9 quarters. The position peaked at $4.5M in Q2 2025. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

TwinBeech Capital reported no remaining New Jersey Resources position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 7,171 New Jersey Resources shares in Q4 2025, an estimated $345K.
TwinBeech Capital first reported a position in New Jersey Resources in Q1 2021 and held it in 9 quarters.
TwinBeech Capital's New Jersey Resources position peaked at $4.5M in Q2 2025.
413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.