Position in NJR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,757,079
-$322,108 QoQ
Shares Held
120,576
-6.5% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#68
of 456 holders
Holding Since
Sep 2021
20 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, 2026BENJAMIN EDWARDS INC holds $68,075,172 across 6 Utilities - Regulated Gas names. NJR ranks #2 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
341,125 | $58,765,603 | |
| 2 | NJR |
New Jersey Resources Corp
This page
|
120,576 | $6,757,079 | |
| 3 | OGS |
ONE Gas, Inc.
|
19,956 | $1,538,008 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
11,344 | $436,744 | |
| 5 | UGI |
Ugi Corp /Pa/
|
10,238 | $353,620 | |
| 6 | SR |
Spire Inc
|
2,870 | $224,118 |
All Filings in NJR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,757,079 | 120,576 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $7,079,187 | 128,900 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,128,378 | 132,879 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $7,141,126 | 148,310 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $6,352,203 | 141,727 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,134,206 | 145,418 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $7,230,936 | 155,004 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,414,128 | 157,079 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $73,811 | 1,727 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $74,105 | 1,727 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $78,772 | 1,767 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $71,549 | 1,761 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $86,140 | 1,825 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $109,219 | 2,053 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $102,366 | 2,063 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $76,432 | 1,975 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $85,631 | 1,923 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $85,712 | 1,869 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $75,139 | 1,830 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $26,838 | 771 | Shares | Defined | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||