Position in NJR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,584,868
-$1,415,108 QoQ
Shares Held
117,503
-19.3% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#70
of 456 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026CAPITAL FUND MANAGEMENT S.A. holds $33,251,600 across 6 Utilities - Regulated Gas names. NJR ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
67,457 | $11,620,817 | |
| 2 | NJR |
New Jersey Resources Corp
This page
|
117,503 | $6,584,868 | |
| 3 | OGS |
ONE Gas, Inc.
|
72,044 | $5,552,431 | |
| 4 | MDU |
Mdu Resources Group Inc
|
227,000 | $4,814,670 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
41,893 | $3,715,071 | |
| 6 | NI |
Nisource Inc.
|
20,268 | $963,743 |
All Filings in NJR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,584,868 | 117,503 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,999,976 | 145,666 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,311,455 | 115,166 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,982,562 | 103,480 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,895,551 | 64,604 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,025,442 | 41,285 | Shares | Sole | 2025-05-14 | |
| 2024-03-31 | $2,112,545 | 49,232 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,391,653 | 31,217 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||