Position in NJR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$199,782
-$27,202 QoQ
Shares Held
3,565
-13.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#333
of 456 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Lido Advisors, LLC holds $7,006,046 across 6 Utilities - Regulated Gas names. NJR ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPH |
Suburban Propane Partners LP
|
202,235 | $3,458,218 | |
| 2 | ATO |
Atmos Energy Corp
|
11,412 | $1,965,944 | |
| 3 | NI |
Nisource Inc.
|
10,235 | $486,674 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
6,166 | $458,750 | |
| 5 | OGS |
ONE Gas, Inc.
|
5,666 | $436,678 | |
| 6 | NJR |
New Jersey Resources Corp
This page
|
3,565 | $199,782 |
All Filings in NJR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,782 | 3,565 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $226,984 | 4,133 | Shares | Sole | 2026-05-13 | |
| 2025-03-31 | $1,335,658 | 27,225 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,297,196 | 27,807 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,245,324 | 26,384 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $793,595 | 18,568 | Shares | Defined | 2024-08-15 | |
| 2023-03-31 | $1,559,132 | 29,307 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,498,871 | 30,207 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $881,663 | 22,782 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $581,873 | 13,067 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $404,072 | 8,811 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||