Position in NJR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,950,840
+$20,530 QoQ
Shares Held
52,656
-1.3% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#106
of 456 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Advisory Services Network, LLC holds $6,063,017 across 6 Utilities - Regulated Gas names. NJR ranks #1 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
This page
|
52,656 | $2,950,840 | |
| 2 | UGI |
Ugi Corp /Pa/
|
32,187 | $1,111,736 | |
| 3 | NI |
Nisource Inc.
|
16,350 | $777,440 | |
| 4 | MDU |
Mdu Resources Group Inc
|
31,034 | $658,230 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
7,964 | $306,613 | |
| 6 | SPH |
Suburban Propane Partners LP
|
15,097 | $258,158 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,950,840 | 52,656 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $2,930,310 | 53,356 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,531,341 | 54,886 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,652,196 | 55,082 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $2,402,216 | 53,597 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $2,257,593 | 46,017 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,053,297 | 44,015 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,995,237 | 42,272 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,806,703 | 42,272 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,678,423 | 39,115 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,717,309 | 38,522 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,515,254 | 37,294 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,737,242 | 36,806 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,951,535 | 36,683 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,723,351 | 34,731 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,277,525 | 33,011 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,439,164 | 32,319 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,371,029 | 29,896 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $1,106,976 | 26,960 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $883,059 | 25,368 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $979,238 | 24,747 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $929,728 | 23,319 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $817,009 | 22,982 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $573,876 | 21,239 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $716,535 | 21,946 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $768,095 | 22,611 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||