UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in NJR — New Jersey Resources Corp

CIK 1463217 IRVING, TX

Position in NJR

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,112,730

-$360,993 QoQ

Shares Held

19,856

-26.0% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#176

of 456 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $3,831,639 across 6 Utilities - Regulated Gas names. NJR ranks #1 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NJR	New Jersey Resources Corp This page	19,856	$1,112,730
2	ATO	Atmos Energy Corp	5,479	$943,867
3	NI	Nisource Inc.	14,117	$671,263
4	BKH	Black Hills Corp /Sd/	6,946	$516,782
5	UGI	Ugi Corp /Pa/	9,136	$315,557
6	OGS	ONE Gas, Inc.	3,522	$271,440

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,112,730	19,856	-26.0%	Shares	Defined	2026-08-17
2026-03-31	$1,473,723	26,834	+78.8%	Shares	Defined	2026-05-15
2025-12-31	$692,215	15,009	-0.8%	Shares	Defined	2026-02-17
2025-09-30	$728,316	15,126	-0.0%	Shares	Defined	2025-11-14
2025-06-30	$678,126	15,130	-2.8%	Shares	Defined	2025-08-11
2025-03-31	$763,569	15,564	+61.5%	Shares	Defined	2025-05-13
2024-12-31	$449,519	9,636	+0.4%	Shares	Defined	2025-02-13
2024-09-30	$453,167	9,601	+0.2%	Shares	Defined	2024-11-12
2024-06-30	$409,705	9,586	—	Shares	Defined	2024-08-14
No filing history on record for this holder in this stock.