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Vista Cima Wealth Management’s New Jersey Resources NJR Stock Holding History

Vista Cima Wealth 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
Q4 		– Sell
-13,815
Closed -$665K – 69
2025
Q3 		$665K Buy
+13,815
New +$644K 0.55% 37

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vista Cima Wealth Management's NJR Position: Q4 2025 in Review

Vista Cima Wealth Management sold out of New Jersey Resources (NJR) in Q4 2025, closing a stake of 13,815 shares — an estimated $665K sold.

Vista Cima Wealth Management first reported a position in NJR in Q3 2025 and held it in 1 quarter. The position peaked at $665K in Q3 2025. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

  • Vista Cima Wealth Management reported no remaining New Jersey Resources position as of Q4 2025 after selling out during the quarter.
  • Vista Cima Wealth Management sold 13,815 New Jersey Resources shares in Q4 2025, an estimated $665K.
  • Vista Cima Wealth Management first reported a position in New Jersey Resources in Q3 2025 and held it in 1 quarter.
  • Vista Cima Wealth Management's New Jersey Resources position peaked at $665K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on Vista Cima Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.