Position in NJR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$829,672
+$75,950 QoQ
Shares Held
14,805
+7.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#194
of 442 holders
Holding Since
Dec 2021
19 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, 2026Allworth Financial LP holds $4,241,609 across 16 Utilities - Regulated Gas names. NJR ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
4,975 | $857,043 | |
| 2 | NJR |
New Jersey Resources Corp
This page
|
14,805 | $829,672 | |
| 3 | NWN |
Northwest Natural Holding Co
|
12,190 | $598,041 | |
| 4 | NI |
Nisource Inc.
|
11,650 | $553,957 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
5,505 | $409,572 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
2,758 | $244,579 | |
| 7 | UGI |
Ugi Corp /Pa/
|
6,431 | $222,126 | |
| 8 | OGS |
ONE Gas, Inc.
|
2,306 | $177,723 |
All Filings in NJR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $829,672 | 14,805 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $753,722 | 13,724 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $641,068 | 13,900 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $667,262 | 13,858 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,313,987 | 29,317 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,430,393 | 29,156 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,457,252 | 31,238 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $68,487 | 1,451 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $60,861 | 1,424 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $45,527 | 1,061 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $46,586 | 1,045 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $42,539 | 1,047 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $48,238 | 1,022 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $54,051 | 1,016 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3,473 | 70 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $812 | 21 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $801 | 18 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $825 | 18 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $8,745 | 213 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||