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Virtus ETF Advisers’s New Jersey Resources NJR Stock Holding History

Virtus ETF Advisers’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
Q1 		– Sell
-3,712
Closed -$173K – 657
2024
Q4 		$173K Sell
3,712
-167
-4% -$7.92K 0.07% 283
2024
Q3 		$183K Sell
3,879
-436
-10% -$19.9K 0.09% 291
2024
Q2 		$184K Buy
4,315
+267
+7% +$11.5K 0.09% 276
2024
Q1 		$174K Sell
4,048
-724
-15% -$30.5K 0.09% 296
2023
Q4 		$213K Buy
4,772
+565
+13% +$24.1K 0.14% 281
2023
Q3 		$171K Sell
4,207
-128
-3% -$5.6K 0.1% 293
2023
Q2 		$205K Sell
4,335
-1,630
-27% -$82.1K 0.12% 302
2023
Q1 		$317K Buy
+5,965
New +$304K 0.17% 189
2017
Q1 		– Sell
-8,900
Closed -$316K – 180
2016
Q4 		$316K Buy
+8,900
New +$302K 0.09% 107

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Virtus ETF Advisers's NJR Position: Q1 2025 in Review

Virtus ETF Advisers sold out of New Jersey Resources (NJR) in Q1 2025, closing a stake of 3,712 shares — an estimated $173K sold.

Virtus ETF Advisers first reported a position in NJR in Q4 2016 and held it in 9 quarters. The position peaked at $317K in Q1 2023. 400 funds tracked by Wall St. Rank hold NJR as of Q1 2025.

  • Virtus ETF Advisers reported no remaining New Jersey Resources position as of Q1 2025 after selling out during the quarter.
  • Virtus ETF Advisers sold 3,712 New Jersey Resources shares in Q1 2025, an estimated $173K.
  • Virtus ETF Advisers first reported a position in New Jersey Resources in Q4 2016 and held it in 9 quarters.
  • Virtus ETF Advisers's New Jersey Resources position peaked at $317K in Q1 2023.
  • 400 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2025.

Based on Virtus ETF Advisers's 13F filing for Q1 2025, filed 14 May 2025.