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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
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 $3.38T AUM 44.17% 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

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. 414 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.
  • 414 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.