PRINCIPAL FINANCIAL GROUP INC
Position in NJR — New Jersey Resources Corp
CIK 1126328
DES MOINES, IA
Position in NJR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$12,901,640
+$454,847 QoQ
Shares Held
230,222
+1.6% QoQ
Ownership
0.227%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#41
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, 2026PRINCIPAL FINANCIAL GROUP INC holds $491,609,815 across 13 Utilities - Regulated Gas names. NJR ranks #10 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
3,160,380 | $121,674,630 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
|
985,861 | $87,426,153 | |
| 3 | NI |
Nisource Inc.
|
1,675,691 | $79,679,106 | |
| 4 | ATO |
Atmos Energy Corp
|
427,047 | $73,567,386 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
340,645 | $25,343,987 | |
| 6 | MDU |
Mdu Resources Group Inc
|
1,008,061 | $21,380,973 | |
| 7 | UGI |
Ugi Corp /Pa/
|
486,772 | $16,813,104 | |
| 8 | SR |
Spire Inc
|
197,505 | $15,423,164 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,901,640 | 230,222 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $12,446,793 | 226,635 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $10,036,587 | 217,619 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $10,904,049 | 226,460 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $10,322,404 | 230,308 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $11,402,868 | 232,427 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $10,620,198 | 227,657 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $10,860,531 | 230,096 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $14,162,539 | 331,365 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $16,052,072 | 374,087 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $17,644,763 | 395,800 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $15,728,440 | 387,114 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $18,053,763 | 382,495 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $20,467,742 | 384,732 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $18,603,529 | 374,920 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $14,505,262 | 374,813 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $16,675,548 | 374,479 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $14,904,637 | 325,003 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $13,533,703 | 329,608 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $11,626,852 | 334,009 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $13,393,534 | 338,477 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $13,319,649 | 334,077 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $10,133,705 | 285,055 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $7,495,942 | 277,422 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $9,695,319 | 296,947 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $9,886,730 | 291,043 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||