W.H. Reaves & Co’s New Jersey Resources NJR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$803K	Buy	14,615 +195	+1%	+$10.1K	0.01%	81
2025 Q4	$665K	Sell	14,420 -600	-4%	-$27.7K	0.01%	81
2025 Q3	$723K	Hold	15,020	–	–	0.01%	77
2025 Q2	$673K	Sell	15,020 -32,066	-68%	-$1.5M	0.01%	71
2025 Q1	$2.31M	Buy	47,086 +34,581	+277%	+$1.64M	0.06%	61
2024 Q4	$583K	Buy	+12,505	New	+$593K	0.02%	70
2021 Q2	–	Sell	-7,219	Closed	-$288K	–	64
2021 Q1	$288K	Sell	7,219 -410,950	-98%	-$15.7M	0.01%	61
2020 Q4	$14.9M	Sell	418,169 -124,264	-23%	-$4.04M	0.53%	40
2020 Q3	$14.7M	Buy	542,433 +214,147	+65%	+$6.52M	0.57%	37
2020 Q2	$10.7M	Sell	328,286 -10,000	-3%	-$331K	0.44%	40
2020 Q1	$11.5M	Sell	338,286 -108,908	-24%	-$4.25M	0.53%	41
2019 Q4	$19.9M	Buy	+447,194	New	+$19.3M	0.62%	42
2017 Q1	–	Sell	-315,900	Closed	-$11.2M	–	82
2016 Q4	$11.2M	Buy	+315,900	New	+$10.7M	0.42%	53
2014 Q2	–	Sell	-247,800	Closed	-$6.17M	–	114
2014 Q1	$6.17M	Sell	247,800 -60,000	-19%	-$1.38M	0.21%	66
2013 Q4	$7.12M	Sell	307,800 -139,910	-31%	-$3.15M	0.24%	63
2013 Q3	$9.86M	Sell	447,710 -168,300	-27%	-$3.69M	0.3%	62
2013 Q2	$12.8M	Buy	+616,010	New	+$13.9M	0.4%	54