V-Square Quantitative Management’s New Jersey Resources NJR Stock Holding History

V-Square Quantitative Management’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	-581	Closed	-$28.5K	–	693
2025 Q1	$28.5K	Hold	581	–	–	﹤0.01%	646
2024 Q4	$27.1K	Hold	581	–	–	﹤0.01%	654
2024 Q3	$27.4K	Buy	+581	New	+$26.5K	﹤0.01%	641
2023 Q3	–	Sell	-172	Closed	-$8.12K	–	557
2023 Q2	$8.12K	Buy	+172	New	+$8.67K	0.01%	459

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

V-Square Quantitative Management's NJR Position: Q2 2025 in Review

V-Square Quantitative Management sold out of New Jersey Resources (NJR) in Q2 2025, closing a stake of 581 shares — an estimated $28.5K sold.

V-Square Quantitative Management first reported a position in NJR in Q2 2023 and held it in 4 quarters. The position peaked at $28.5K in Q1 2025. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

V-Square Quantitative Management reported no remaining New Jersey Resources position as of Q2 2025 after selling out during the quarter.
V-Square Quantitative Management sold 581 New Jersey Resources shares in Q2 2025, an estimated $28.5K.
V-Square Quantitative Management first reported a position in New Jersey Resources in Q2 2023 and held it in 4 quarters.
V-Square Quantitative Management's New Jersey Resources position peaked at $28.5K in Q1 2025.
396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on V-Square Quantitative Management's 13F filing for Q2 2025, filed 17 Jul 2025.