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Wealthcare Advisory Partners’s New Jersey Resources NJR Stock Holding History

Wealthcare Advisory Partners’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
-20,811
Closed -$1M – 1096
2025
Q3 		$1M Buy
20,811
+207
+1% +$9.65K 0.02% 501
2025
Q2 		$923K Buy
20,604
+153
+0.7% +$7.17K 0.02% 500
2025
Q1 		$1M Buy
20,451
+46
+0.2% +$2.18K 0.03% 444
2024
Q4 		$952K Buy
20,405
+154
+0.8% +$7.3K 0.03% 430
2024
Q3 		$956K Buy
20,251
+183
+0.9% +$8.36K 0.03% 432
2024
Q2 		$858K Buy
20,068
+182
+0.9% +$7.85K 0.03% 426
2024
Q1 		$853K Buy
19,886
+1
+0% +$42 0.03% 412
2023
Q4 		$886K Buy
+19,885
New +$848K 0.04% 342

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Wealthcare Advisory Partners's NJR Position: Q4 2025 in Review

Wealthcare Advisory Partners sold out of New Jersey Resources (NJR) in Q4 2025, closing a stake of 20,811 shares — an estimated $1M sold.

Wealthcare Advisory Partners first reported a position in NJR in Q4 2023 and held it in 8 quarters. The position peaked at $1M in Q1 2025. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

  • Wealthcare Advisory Partners reported no remaining New Jersey Resources position as of Q4 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 20,811 New Jersey Resources shares in Q4 2025, an estimated $1M.
  • Wealthcare Advisory Partners first reported a position in New Jersey Resources in Q4 2023 and held it in 8 quarters.
  • Wealthcare Advisory Partners's New Jersey Resources position peaked at $1M in Q1 2025.
  • 413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2025, filed 14 Jan 2026.