CAPSTONE INVESTMENT ADVISORS, LLC
Position in NJR — New Jersey Resources Corp
CIK 1426196
NEW YORK, NY
Position in NJR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$851,527
+$95,993 QoQ
Shares Held
15,195
+10.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#194
of 456 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026CAPSTONE INVESTMENT ADVISORS, LLC holds $5,746,505 across 5 Utilities - Regulated Gas names. NJR ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SWX |
Southwest Gas Holdings, Inc.
|
34,032 | $3,017,957 | |
| 2 | BIPC |
Brookfield Infrastructure Corp
|
23,790 | $915,915 | |
| 3 | NJR |
New Jersey Resources Corp
This page
|
15,195 | $851,527 | |
| 4 | NWN |
Northwest Natural Holding Co
|
9,968 | $489,030 | |
| 5 | CTRI |
Centuri Holdings, Inc.
|
15,611 | $472,076 |
All Filings in NJR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $851,527 | 15,195 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $755,534 | 13,757 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $424,297 | 8,812 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $219,214 | 4,891 | Shares | Defined | 2025-08-14 | |
| 2023-12-31 | $299,666 | 6,722 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||