Position in NJR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$45,007,853
-$5,804,350 QoQ
Shares Held
803,138
-13.2% QoQ
Ownership
0.792%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#22
of 456 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $513,472,055 across 12 Utilities - Regulated Gas names. NJR ranks #6 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
1,273,114 | $60,536,569 | |
| 2 | UGI |
Ugi Corp /Pa/
|
1,684,817 | $58,193,578 | |
| 3 | ATO |
Atmos Energy Corp
|
330,298 | $56,900,436 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
676,867 | $50,358,904 | |
| 5 | SR |
Spire Inc
|
586,719 | $45,816,886 | |
| 6 | NJR |
New Jersey Resources Corp
This page
|
803,138 | $45,007,853 | |
| 7 | OGS |
ONE Gas, Inc.
|
572,032 | $44,086,506 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
429,758 | $38,110,939 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,007,853 | 803,138 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $50,812,203 | 925,204 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $49,176,141 | 1,066,265 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $55,792,319 | 1,158,719 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $46,927,570 | 1,047,023 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $53,431,540 | 1,089,106 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $52,019,694 | 1,115,106 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $57,820,424 | 1,225,009 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $55,848,400 | 1,306,701 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $63,389,483 | 1,477,266 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $69,507,263 | 1,559,158 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $64,142,458 | 1,578,697 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $77,051,214 | 1,632,441 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $78,502,185 | 1,475,605 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $76,491,810 | 1,541,552 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $56,096,810 | 1,449,530 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $65,065,854 | 1,461,169 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $66,731,756 | 1,455,119 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $65,662,207 | 1,599,177 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $63,080,001 | 1,812,123 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $60,340,885 | 1,524,915 | Shares | Other | 2021-10-12 | |
| 2021-03-31 | $60,397,069 | 1,514,850 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $59,548,809 | 1,675,072 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $53,300,084 | 1,972,616 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $48,036,051 | 1,471,242 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $43,021,748 | 1,266,463 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||