Position in NJR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$90,305,657
+$7,168,916 QoQ
Shares Held
1,611,450
+6.5% QoQ
Ownership
1.59%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#10
of 456 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $794,106,302 across 14 Utilities - Regulated Gas names. NJR ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
8,201,866 | $283,292,451 | |
| 2 | CPK |
Chesapeake Utilities Corp
|
1,098,388 | $134,530,561 | |
| 3 | ATO |
Atmos Energy Corp
|
627,569 | $108,111,310 | |
| 4 | NJR |
New Jersey Resources Corp
This page
|
1,611,450 | $90,305,657 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
1,172,063 | $45,124,425 | |
| 6 | CTRI |
Centuri Holdings, Inc.
|
1,340,008 | $40,521,841 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
432,048 | $38,314,016 | |
| 8 | NI |
Nisource Inc.
|
586,031 | $27,865,773 |
All Filings in NJR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,305,657 | 1,611,450 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $83,136,741 | 1,513,779 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $68,408,504 | 1,483,272 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $71,185,248 | 1,478,406 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $66,763,333 | 1,489,588 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $56,630,154 | 1,154,304 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $54,357,559 | 1,165,221 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $55,258,267 | 1,170,726 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $46,858,041 | 1,096,351 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $30,175,298 | 703,223 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $23,388,272 | 524,636 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $314,312 | 7,736 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $266,349 | 5,643 | Shares | Defined | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||