Holdings in NJR
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$3,012,787 |
65,325 |
+6.6%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$2,950,390 |
61,275 |
-14.5%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$3,212,920 |
71,685 |
+8.8%
|
Shares |
Defined |
2025-11-21 |
| 2025-03-31 |
$3,231,532 |
65,869 |
-12.4%
|
Shares |
Defined |
2025-11-21 |
| 2024-12-31 |
$3,507,379 |
75,185 |
+19.3%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$2,974,496 |
63,019 |
+6.3%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$2,534,652 |
59,304 |
-0.1%
|
Shares |
Defined |
2024-11-06 |
| 2024-03-31 |
$2,547,179 |
59,361 |
-25.4%
|
Shares |
Defined |
2024-11-05 |
| 2023-12-31 |
$3,547,228 |
79,570 |
+24.5%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$2,596,296 |
63,901 |
+3.4%
|
Shares |
Defined |
2023-11-14 |
| 2023-06-30 |
$2,916,675 |
61,794 |
-0.6%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$3,308,347 |
62,187 |
-21.5%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$3,933,176 |
79,266 |
+28.9%
|
Shares |
Defined |
2023-02-14 |
| 2022-09-30 |
$2,380,629 |
61,515 |
-3.3%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$2,833,131 |
63,623 |
-32.4%
|
Shares |
Defined |
2022-08-15 |
| 2022-03-31 |
$4,314,416 |
94,078 |
+38.7%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$2,784,112 |
67,806 |
+25.5%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$1,880,888 |
54,033 |
-2.3%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$2,187,706 |
55,287 |
-0.9%
|
Shares |
Defined |
2021-08-16 |
| 2021-03-31 |
$2,223,789 |
55,776 |
-12.2%
|
Shares |
Defined |
2021-07-20 |
| 2020-12-31 |
$2,257,673 |
63,507 |
+94.2%
|
Shares |
Defined |
2021-02-16 |
| 2020-09-30 |
$883,391 |
32,694 |
+12.0%
|
Shares |
Defined |
2020-11-16 |
| 2020-06-30 |
$953,249 |
29,196 |
-14.0%
|
Shares |
Defined |
2020-08-14 |
| 2020-03-31 |
$1,153,858 |
33,967 |
—
|
Shares |
Defined |
2020-06-16 |
