Position in NJR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$135,616
-$530 QoQ
Shares Held
2,420
-2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#342
of 456 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026SIGNATUREFD, LLC holds $2,300,145 across 14 Utilities - Regulated Gas names. NJR ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
3,439 | $592,436 | |
| 2 | NI |
Nisource Inc.
|
8,080 | $384,204 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
4,223 | $314,191 | |
| 4 | UGI |
Ugi Corp /Pa/
|
7,294 | $251,934 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
1,565 | $138,784 | |
| 6 | NJR |
New Jersey Resources Corp
This page
|
2,420 | $135,616 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
3,206 | $123,431 | |
| 8 | SR |
Spire Inc
|
1,502 | $117,291 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,616 | 2,420 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $136,146 | 2,479 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $89,749 | 1,946 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $95,866 | 1,991 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $82,961 | 1,851 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $87,866 | 1,791 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $76,412 | 1,638 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $87,225 | 1,848 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $76,248 | 1,784 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $83,803 | 1,953 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $75,964 | 1,704 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $75,287 | 1,853 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $80,712 | 1,710 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $87,673 | 1,648 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $68,525 | 1,381 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $44,427 | 1,148 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $49,918 | 1,121 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $46,135 | 1,006 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $33,012 | 804 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $25,585 | 735 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $16,579 | 419 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $16,705 | 419 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $14,895 | 419 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $15,725 | 582 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $53,448 | 1,637 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $20,178 | 594 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||