Position in NJR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,310,080
+$927,579 QoQ
Shares Held
41,222
+63.8% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#125
of 456 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Creative Planning holds $73,139,055 across 15 Utilities - Regulated Gas names. NJR ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
150,531 | $25,931,974 | |
| 2 | NI |
Nisource Inc.
|
319,106 | $15,173,489 | |
| 3 | MDU |
Mdu Resources Group Inc
|
307,937 | $6,531,342 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
68,601 | $5,103,914 | |
| 5 | OGS |
ONE Gas, Inc.
|
60,127 | $4,633,986 | |
| 6 | UGI |
Ugi Corp /Pa/
|
117,883 | $4,071,678 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
32,279 | $2,862,501 | |
| 8 | NJR |
New Jersey Resources Corp
This page
|
41,222 | $2,310,080 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,310,080 | 41,222 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,382,501 | 25,173 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,389,365 | 30,125 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,409,398 | 29,271 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,146,629 | 25,583 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,156,540 | 23,574 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,087,037 | 23,302 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $968,260 | 20,514 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $856,209 | 20,033 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $813,015 | 18,947 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $870,290 | 19,522 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $746,047 | 18,362 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $643,336 | 13,630 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $796,989 | 14,981 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $629,479 | 12,686 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $487,465 | 12,596 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $457,768 | 10,280 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $469,881 | 10,246 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $415,445 | 10,118 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $365,191 | 10,491 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $418,373 | 10,573 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $447,740 | 11,230 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $497,344 | 13,990 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $434,832 | 16,093 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $500,557 | 15,331 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $459,546 | 13,528 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||