TD PRIVATE CLIENT WEALTH LLC

Position in NJR — New Jersey Resources Corp

CIK 1551017 NEW YORK, NY

Position in NJR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,513

+$1,239 QoQ

Shares Held

+440.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#429

of 456 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $4,081,363 across 8 Utilities - Regulated Gas names. NJR ranks #7 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	68,079	$3,237,156
2	BIPC	Brookfield Infrastructure Corp	19,179	$738,391
3	MDU	Mdu Resources Group Inc	2,416	$51,243
4	ATO	Atmos Energy Corp	276	$47,546
5	CPK	Chesapeake Utilities Corp	25	$3,062
6	BKH	Black Hills Corp /Sd/	26	$1,934
7	NJR	New Jersey Resources Corp This page	27	$1,513
8	UGI	Ugi Corp /Pa/	15	$518

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,513	27	+440.0%	Shares	Defined	2026-08-04
2026-03-31	$274	5	0.0%	Shares	Defined	2026-04-27
2025-12-31	$230	5	-99.6%	Shares	Defined	2026-02-05
2023-06-30	$60,463	1,281	-50.0%	Shares	Defined	2024-08-16
2022-06-30	$114,085	2,562	0.0%	Shares	Defined	2024-08-16
2022-03-31	$117,493	2,562	0.0%	Shares	Defined	2024-08-16
2021-12-31	$105,195	2,562	0.0%	Shares	Defined	2024-08-16
2021-09-30	$89,183	2,562	0.0%	Shares	Defined	2024-08-16
2021-06-30	$101,378	2,562	0.0%	Shares	Defined	2024-08-16
2021-03-31	$102,146	2,562	0.0%	Shares	Defined	2024-08-16
2020-12-31	$91,079	2,562	0.0%	Shares	Defined	2024-08-16
2020-09-30	$69,225	2,562	-0.3%	Shares	Defined	2024-08-16
2020-06-30	$83,910	2,570	0.0%	Shares	Defined	2024-08-16
2020-03-31	$87,302	2,570	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.