W.H. Reaves & Co’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Sell |
15,020
-32,066
| -68% | -$1.44M | 0.01% | 71 |
|
|
2025
Q1 | $2.31M | Buy |
47,086
+34,581
| +277% | +$1.7M | 0.06% | 61 |
|
|
2024
Q4 | $583K | Buy |
+12,505
| New | +$583K | 0.02% | 70 |
|
|
2021
Q2 | – | Sell |
-7,219
| Closed | -$288K | – | 64 |
|
|
2021
Q1 | $288K | Sell |
7,219
-410,950
| -98% | -$16.4M | 0.01% | 61 |
|
|
2020
Q4 | $14.9M | Sell |
418,169
-124,264
| -23% | -$4.42M | 0.53% | 40 |
|
|
2020
Q3 | $14.7M | Buy |
542,433
+214,147
| +65% | +$5.79M | 0.57% | 37 |
|
|
2020
Q2 | $10.7M | Sell |
328,286
-10,000
| -3% | -$327K | 0.44% | 40 |
|
|
2020
Q1 | $11.5M | Sell |
338,286
-108,908
| -24% | -$3.7M | 0.53% | 41 |
|
|
2019
Q4 | $19.9M | Buy |
+447,194
| New | +$19.9M | 0.62% | 42 |
|
|
2017
Q1 | – | Sell |
-315,900
| Closed | -$11.2M | – | 82 |
|
|
2016
Q4 | $11.2M | Buy |
+315,900
| New | +$11.2M | 0.42% | 53 |
|
|
2014
Q2 | – | Sell |
-247,800
| Closed | -$6.17M | – | 114 |
|
|
2014
Q1 | $6.17M | Sell |
247,800
-60,000
| -19% | -$1.49M | 0.21% | 66 |
|
|
2013
Q4 | $7.12M | Sell |
307,800
-139,910
| -31% | -$3.23M | 0.24% | 63 |
|
|
2013
Q3 | $9.86M | Sell |
447,710
-168,300
| -27% | -$3.71M | 0.3% | 62 |
|
|
2013
Q2 | $12.8M | Buy |
+616,010
| New | +$12.8M | 0.4% | 54 |
|