Holdings in NJR
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$3,926,563 |
85,138 |
+0.6%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$4,073,345 |
84,597 |
+375.4%
|
Shares |
Sole |
2025-11-13 |
| 2025-06-30 |
$797,616 |
17,796 |
-5.7%
|
Shares |
Sole |
2025-08-14 |
| 2025-03-31 |
$925,369 |
18,862 |
+54.1%
|
Shares |
Sole |
2025-05-14 |
| 2024-12-31 |
$570,855 |
12,237 |
+3.5%
|
Shares |
Sole |
2025-02-11 |
| 2024-09-30 |
$557,856 |
11,819 |
+4.6%
|
Shares |
Sole |
2024-11-12 |
| 2024-06-30 |
$482,790 |
11,296 |
+58.4%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$305,947 |
7,130 |
-21.0%
|
Shares |
Sole |
2024-05-07 |
| 2023-12-31 |
$402,422 |
9,027 |
+25.3%
|
Shares |
Sole |
2024-02-14 |
| 2023-09-30 |
$292,617 |
7,202 |
+10.6%
|
Shares |
Sole |
2023-11-14 |
| 2023-06-30 |
$307,366 |
6,512 |
-86.3%
|
Shares |
Sole |
2023-08-11 |
| 2023-03-31 |
$2,533,649 |
47,625 |
+61.0%
|
Shares |
Defined |
2023-05-12 |
| 2022-12-31 |
$1,468,205 |
29,589 |
+183.1%
|
Shares |
Defined |
2023-02-10 |
| 2022-09-30 |
$404,414 |
10,450 |
—
|
Shares |
Sole |
2022-11-14 |