Position in NJR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$530,690
+$33,614 QoQ
Shares Held
9,470
+4.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#229
of 456 holders
Holding Since
Mar 2020
22 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, 2026AE Wealth Management LLC holds $38,038,119 across 7 Utilities - Regulated Gas names. NJR ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
703,036 | $33,429,326 | |
| 2 | ATO |
Atmos Energy Corp
|
14,841 | $2,556,651 | |
| 3 | UGI |
Ugi Corp /Pa/
|
15,496 | $535,222 | |
| 4 | NJR |
New Jersey Resources Corp
This page
|
9,470 | $530,690 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
4,839 | $429,105 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
7,659 | $294,863 | |
| 7 | SPH |
Suburban Propane Partners LP
|
15,337 | $262,262 |
All Filings in NJR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,690 | 9,470 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $497,076 | 9,051 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $390,034 | 8,457 | Shares | Other | 2026-01-26 | |
| 2025-06-30 | $315,971 | 7,050 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $914,125 | 18,633 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $891,938 | 19,120 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $756,802 | 16,034 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $683,492 | 15,992 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $230,466 | 5,371 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $260,035 | 5,833 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $227,934 | 5,610 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $735,659 | 15,586 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $797,840 | 14,997 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $739,089 | 14,895 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $568,580 | 14,692 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $629,520 | 14,137 | Shares | Sole | 2022-08-03 | |
| 2021-09-30 | $232,670 | 6,684 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $251,823 | 6,364 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $253,652 | 6,362 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $226,169 | 6,362 | Shares | Sole | 2021-02-01 | |
| 2020-06-30 | $205,597 | 6,297 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $211,870 | 6,237 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||