Position in NJR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$453,083
+$249,770 QoQ
Shares Held
8,085
+118.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#243
of 456 holders
Holding Since
Dec 2020
22 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, 2026NewEdge Advisors, LLC holds $61,157,572 across 15 Utilities - Regulated Gas names. NJR ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
1,070,157 | $50,885,965 | |
| 2 | UGI |
Ugi Corp /Pa/
|
93,195 | $3,218,955 | |
| 3 | ATO |
Atmos Energy Corp
|
15,376 | $2,648,823 | |
| 4 | MDU |
Mdu Resources Group Inc
|
81,638 | $1,731,541 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
24,279 | $934,741 | |
| 6 | NJR |
New Jersey Resources Corp
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|
8,085 | $453,083 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
4,051 | $359,242 | |
| 8 | OGS |
ONE Gas, Inc.
|
4,163 | $320,842 |
All Filings in NJR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,083 | 8,085 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $203,313 | 3,702 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $556,299 | 12,062 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $626,383 | 13,009 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $569,707 | 12,711 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,089,818 | 22,214 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $625,389 | 13,406 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $640,928 | 13,579 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $544,464 | 12,739 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $653,605 | 15,232 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $735,302 | 16,494 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $546,229 | 13,444 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,752,583 | 37,131 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,934,458 | 36,362 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $933,401 | 18,811 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $434,678 | 11,232 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $389,860 | 8,755 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $338,703 | 8,249 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $272,109 | 7,817 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $315,412 | 7,971 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $258,317 | 6,479 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $235,341 | 6,620 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||