Wealthspire Advisors (New York)’s New Jersey Resources NJR Stock Holding History

Wealthspire Advisors (New York)’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	-151	Closed	-$7.27K	–	2226
2025 Q3	$7.27K	Buy	+151	New	+$7.04K	﹤0.01%	2178

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s NJR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of New Jersey Resources (NJR) in Q4 2025, closing a stake of 151 shares — an estimated $7.27K sold.

Wealthspire Advisors (New York) first reported a position in NJR in Q3 2025 and held it in 1 quarter. The position peaked at $7.27K in Q3 2025. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining New Jersey Resources position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 151 New Jersey Resources shares in Q4 2025, an estimated $7.27K.
Wealthspire Advisors (New York) first reported a position in New Jersey Resources in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s New Jersey Resources position peaked at $7.27K in Q3 2025.
413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.