Wilmington Savings Fund Society’s New Jersey Resources NJR Stock Holding History

Wilmington Savings Fund Society’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 Q2	–	Sell	-10,848	Closed	-$532K	–	2107
2025 Q1	$532K	Hold	10,848	–	–	0.01%	562
2024 Q4	$506K	Hold	10,848	–	–	0.01%	583
2024 Q3	$512K	Hold	10,848	–	–	0.01%	569
2024 Q2	$464K	Hold	10,848	–	–	0.02%	266
2024 Q1	$465K	Buy	+10,848	New	+$457K	0.02%	268
2023 Q3	$441K	Hold	10,848	–	–	0.02%	265
2023 Q2	$512K	Hold	10,848	–	–	0.02%	258
2023 Q1	$577K	Hold	10,848	–	–	0.03%	242
2022 Q4	$538K	Hold	10,848	–	–	0.02%	247
2022 Q3	$420K	Hold	10,848	–	–	0.02%	263
2022 Q2	$483K	Hold	10,848	–	–	0.02%	253
2022 Q1	$497K	Hold	10,848	–	–	0.02%	271
2021 Q4	$445K	Hold	10,848	–	–	0.02%	288
2021 Q3	$378K	Hold	10,848	–	–	0.01%	304
2021 Q2	$429K	Hold	10,848	–	–	0.02%	294
2021 Q1	$433K	Hold	10,848	–	–	0.02%	286
2020 Q4	$386K	Hold	10,848	–	–	0.02%	295
2020 Q3	$293K	Hold	10,848	–	–	0.01%	306
2020 Q2	$354K	Hold	10,848	–	–	0.02%	295
2020 Q1	$369K	Hold	10,848	–	–	0.02%	280
2019 Q4	$483K	Hold	10,848	–	–	0.02%	256
2019 Q3	$491K	Hold	10,848	–	–	0.03%	250
2019 Q2	$540K	Hold	10,848	–	–	0.03%	244
2019 Q1	$540K	Sell	10,848 -2,448	-18%	-$117K	0.03%	241
2018 Q4	$607K	Hold	13,296	–	–	0.04%	220
2018 Q3	$613K	Hold	13,296	–	–	0.03%	232
2018 Q2	$595K	Hold	13,296	–	–	0.03%	234
2018 Q1	$533K	Hold	13,296	–	–	0.03%	243
2017 Q4	$535K	Sell	13,296 -926	-7%	-$39.8K	0.03%	247
2017 Q3	$599K	Hold	14,222	–	–	0.03%	235
2017 Q2	$565K	Hold	14,222	–	–	0.03%	239
2017 Q1	$563K	Hold	14,222	–	–	0.03%	229
2016 Q4	$505K	Hold	14,222	–	–	0.03%	233
2016 Q3	$467K	Hold	14,222	–	–	0.03%	241
2016 Q2	$548K	Hold	14,222	–	–	0.03%	234
2016 Q1	$518K	Hold	14,222	–	–	0.03%	238
2015 Q4	$469K	Hold	14,222	–	–	0.03%	247
2015 Q3	$427K	Hold	14,222	–	–	0.03%	249
2015 Q2	$392K	Hold	14,222	–	–	0.02%	269
2015 Q1	$442K	Hold	14,222	–	–	0.03%	258
2014 Q4	$435K	Hold	14,222	–	–	0.02%	266
2014 Q3	$359K	Hold	14,222	–	–	0.02%	287
2014 Q2	$406K	Hold	14,222	–	–	0.02%	284
2014 Q1	$354K	Hold	14,222	–	–	0.02%	309
2013 Q4	$329K	Hold	14,222	–	–	0.02%	312
2013 Q3	$313K	Hold	14,222	–	–	0.02%	313
2013 Q2	$295K	Buy	+14,222	New	+$322K	0.02%	319

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wilmington Savings Fund Society's NJR Position: Q2 2025 in Review

Wilmington Savings Fund Society sold out of New Jersey Resources (NJR) in Q2 2025, closing a stake of 10,848 shares — an estimated $532K sold.

Wilmington Savings Fund Society first reported a position in NJR in Q2 2013 and held it in 47 quarters. The position peaked at $613K in Q3 2018. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

Wilmington Savings Fund Society reported no remaining New Jersey Resources position as of Q2 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 10,848 New Jersey Resources shares in Q2 2025, an estimated $532K.
Wilmington Savings Fund Society first reported a position in New Jersey Resources in Q2 2013 and held it in 47 quarters.
Wilmington Savings Fund Society's New Jersey Resources position peaked at $613K in Q3 2018.
396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2025, filed 28 Jul 2025.