Position in NJR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$230,492
+$7,407 QoQ
Shares Held
4,113
+1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#320
of 456 holders
Holding Since
Sep 2021
11 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, 2026Belpointe Asset Management LLC holds $1,535,355 across 6 Utilities - Regulated Gas names. NJR ranks #4 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGCO |
Rgc Resources Inc
|
15,030 | $359,217 | |
| 2 | UGI |
Ugi Corp /Pa/
|
7,494 | $258,842 | |
| 3 | ATO |
Atmos Energy Corp
|
1,444 | $248,757 | |
| 4 | NJR |
New Jersey Resources Corp
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|
4,113 | $230,492 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
2,531 | $224,449 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
5,548 | $213,598 |
All Filings in NJR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,492 | 4,113 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $223,085 | 4,062 | Shares | Sole | 2026-04-28 | |
| 2023-09-30 | $264,216 | 6,503 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $305,525 | 6,473 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $342,980 | 6,447 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $320,247 | 6,454 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $247,060 | 6,384 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $127,133 | 2,855 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $322,120 | 7,024 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $329,178 | 8,017 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $277,261 | 7,965 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||