Position in NJR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,565,422
+$277,192 QoQ
Shares Held
117,156
+2.3% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $234,024,483 across 13 Utilities - Regulated Gas names. NJR ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
603,994 | $104,050,046 | |
| 2 | NI |
Nisource Inc.
|
806,397 | $38,344,177 | |
| 3 | BIPC |
Brookfield Infrastructure Corp
|
895,909 | $34,492,496 | |
| 4 | CPK |
Chesapeake Utilities Corp
|
123,171 | $15,085,984 | |
| 5 | MDU |
Mdu Resources Group Inc
|
542,449 | $11,505,343 | |
| 6 | OGS |
ONE Gas, Inc.
|
129,580 | $9,986,730 | |
| 7 | NJR |
New Jersey Resources Corp
This page
|
117,156 | $6,565,422 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
69,813 | $5,194,087 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,565,422 | 117,156 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,288,230 | 114,498 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,735,601 | 102,680 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,494,369 | 93,341 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,367,709 | 97,450 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,671,895 | 74,845 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,427,666 | 52,040 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,797,612 | 38,085 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,289,807 | 30,178 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,153,764 | 26,888 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $838,772 | 18,815 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $551,633 | 13,577 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $324,783 | 6,881 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,462,893 | 27,498 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $627,097 | 12,638 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $561,188 | 14,501 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $291,716 | 6,551 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $347,985 | 7,588 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $431,910 | 10,519 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $252,476 | 7,253 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $301,721 | 7,625 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $279,927 | 7,021 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $389,343 | 10,952 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $263,796 | 9,763 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $251,437 | 7,701 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $263,029 | 7,743 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||