Zimmer Partners’s New Jersey Resources NJR Stock Holding History

Zimmer 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	-70,430	Closed	-$3.39M	–	156
2025 Q3	$3.39M	Sell	70,430 -8,300	-11%	-$387K	0.07%	113
2025 Q2	$3.53M	Sell	78,730 -23,070	-23%	-$1.08M	0.08%	120
2025 Q1	$4.99M	Buy	101,800 +33,500	+49%	+$1.59M	0.09%	119
2024 Q4	$3.19M	Buy	+68,300	New	+$3.24M	0.05%	119
2023 Q4	–	Sell	-52,000	Closed	-$2.11M	–	131
2023 Q3	$2.11M	Buy	+52,000	New	+$2.28M	0.05%	95

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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

Zimmer Partners's NJR Position: Q4 2025 in Review

Zimmer Partners sold out of New Jersey Resources (NJR) in Q4 2025, closing a stake of 70,430 shares — an estimated $3.39M sold.

Zimmer Partners first reported a position in NJR in Q3 2023 and held it in 5 quarters. The position peaked at $4.99M in Q1 2025. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

Zimmer Partners reported no remaining New Jersey Resources position as of Q4 2025 after selling out during the quarter.
Zimmer Partners sold 70,430 New Jersey Resources shares in Q4 2025, an estimated $3.39M.
Zimmer Partners first reported a position in New Jersey Resources in Q3 2023 and held it in 5 quarters.
Zimmer Partners's New Jersey Resources position peaked at $4.99M in Q1 2025.
413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on Zimmer Partners's 13F filing for Q4 2025, filed 17 Feb 2026.