Position in NJR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,991,785
+$115,147 QoQ
Shares Held
71,231
+0.9% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#93
of 456 holders
Holding Since
Mar 2020
15 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, 2026MACQUARIE GROUP LTD holds $56,837,826 across 10 Utilities - Regulated Gas names. NJR ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
114,639 | $19,748,859 | |
| 2 | NI |
Nisource Inc.
|
343,029 | $16,311,028 | |
| 3 | NJR |
New Jersey Resources Corp
This page
|
71,231 | $3,991,785 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
51,311 | $3,817,538 | |
| 5 | OGS |
ONE Gas, Inc.
|
41,884 | $3,227,999 | |
| 6 | SR |
Spire Inc
|
40,575 | $3,168,501 | |
| 7 | MDU |
Mdu Resources Group Inc
|
131,754 | $2,794,502 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
15,387 | $1,884,599 |
All Filings in NJR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,991,785 | 71,231 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,876,638 | 70,587 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $39,131,312 | 812,696 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $39,148,029 | 873,450 | Shares | Sole | 2025-08-14 | |
| 2022-09-30 | $72,872 | 1,883 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $292,784 | 6,575 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $501,799 | 10,942 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $107,659 | 2,622 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $119,885 | 3,444 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $136,279 | 3,444 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $164,344 | 4,122 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $184,255 | 5,183 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $140,044 | 5,183 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $169,224 | 5,183 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $112,101 | 3,300 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||