Position in NJR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$77,671
+$7,099 QoQ
Shares Held
1,386
+7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#339
of 442 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, 2026IFP Advisors, Inc holds $2,684,252 across 16 Utilities - Regulated Gas names. NJR ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
23,620 | $1,123,131 | |
| 2 | ATO |
Atmos Energy Corp
|
3,178 | $547,474 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
5,010 | $372,744 | |
| 4 | UGI |
Ugi Corp /Pa/
|
7,608 | $262,780 | |
| 5 | OGS |
ONE Gas, Inc.
|
1,428 | $110,055 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
1,212 | $107,480 | |
| 7 | NJR |
New Jersey Resources Corp
This page
|
1,386 | $77,671 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
831 | $31,993 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,671 | 1,386 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $70,572 | 1,285 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $59,540 | 1,291 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $90,425 | 1,878 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $67,409 | 1,504 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $59,951 | 1,222 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $57,006 | 1,222 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $56,592 | 1,199 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $52,783 | 1,235 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $80,670 | 1,880 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $91,745 | 2,058 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $85,282 | 2,099 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $77,455 | 1,641 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $23,940 | 450 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $20 | 450 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $17,415 | 450 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $20,038 | 450 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $21,783 | 475 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $19,503 | 475 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $15,664 | 450 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $17,806 | 450 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $17,941 | 450 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $15,997 | 450 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $12,159 | 450 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $15,606 | 478 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||