Forvis Mazars Wealth Advisors, LLC
Position in NJR — New Jersey Resources Corp
CIK 1352864
Springfield, MO
Position in NJR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$336,968
+$6,735 QoQ
Shares Held
6,013
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#279
of 456 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $3,758,381 across 5 Utilities - Regulated Gas names. NJR ranks #3 (9.0% of the industry book) .
All Filings in NJR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,968 | 6,013 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $330,233 | 6,013 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $277,319 | 6,013 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $202,855 | 4,213 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $206,689 | 4,213 | Shares | Sole | 2025-05-13 | |
| 2023-03-31 | $224,131 | 4,213 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $209,049 | 4,213 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||