Position in NJR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$466,140
+$75,330 QoQ
Shares Held
8,318
+16.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#241
of 456 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $10,756,869 across 6 Utilities - Regulated Gas names. NJR ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
20,849 | $3,591,657 | |
| 2 | NI |
Nisource Inc.
|
73,733 | $3,506,004 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
35,169 | $2,616,573 | |
| 4 | NJR |
New Jersey Resources Corp
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|
8,318 | $466,140 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
3,414 | $302,753 | |
| 6 | CPK |
Chesapeake Utilities Corp
|
2,235 | $273,742 |
All Filings in NJR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,140 | 8,318 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $390,810 | 7,116 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $351,157 | 7,614 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $337,724 | 7,014 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $307,734 | 6,866 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $223,272 | 4,551 | Shares | Sole | 2025-08-01 | |
| 2023-03-31 | $283,875 | 5,336 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $267,650 | 5,394 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $334,251 | 8,637 | Shares | Sole | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||