Position in NJR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$513,606
+$10,265 QoQ
Shares Held
9,165
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#230
of 456 holders
Holding Since
Mar 2020
10 quarters on record
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Summit Global Investments holds $4,841,723 across 3 Utilities - Regulated Gas names. NJR ranks #3 (10.6% of the industry book) .
All Filings in NJR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,606 | 9,165 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $503,341 | 9,165 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $434,081 | 9,412 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $454,054 | 9,430 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $422,607 | 9,429 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,203,883 | 24,539 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,212,200 | 25,985 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $717,817 | 15,208 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,335,625 | 31,250 | Shares | Sole | 2024-07-22 | |
| 2020-03-31 | $849,250 | 25,000 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||