Position in NJR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,100,928
-$69,240 QoQ
Shares Held
91,023
-3.3% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 456 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026LPL Financial LLC holds $100,065,066 across 15 Utilities - Regulated Gas names. NJR ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
206,138 | $35,511,393 | |
| 2 | NI |
Nisource Inc.
|
350,946 | $16,687,482 | |
| 3 | UGI |
Ugi Corp /Pa/
|
473,203 | $16,344,431 | |
| 4 | NJR |
New Jersey Resources Corp
This page
|
91,023 | $5,100,928 | |
| 5 | MDU |
Mdu Resources Group Inc
|
217,032 | $4,603,248 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
112,506 | $4,331,481 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
57,360 | $4,267,584 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
37,997 | $3,369,573 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,100,928 | 91,023 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,170,168 | 94,140 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,013,869 | 87,031 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,202,194 | 87,273 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,834,082 | 85,544 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,544,535 | 72,249 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,468,298 | 52,911 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,263,832 | 69,149 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,050,652 | 71,377 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,629,241 | 84,578 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,245,416 | 117,663 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,628,203 | 113,911 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,144,752 | 108,999 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,466,459 | 102,753 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,057,419 | 101,923 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,005,643 | 103,505 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,671,909 | 104,916 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,682,214 | 102,098 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,111,214 | 100,127 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,588,806 | 103,097 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,916,242 | 98,970 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,890,634 | 97,583 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,231,388 | 90,897 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $551,045 | 20,394 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $693,975 | 21,255 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $786,949 | 23,166 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||