Steward Partners Investment Advisory, LLC
Position in NJR — New Jersey Resources Corp
CIK 1723397
STAMFORD, CT
Position in NJR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,736,175
+$52,987 QoQ
Shares Held
30,981
+1.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#143
of 456 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $7,671,155 across 12 Utilities - Regulated Gas names. NJR ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
64,828 | $2,239,159 | |
| 2 | NJR |
New Jersey Resources Corp
This page
|
30,981 | $1,736,175 | |
| 3 | NI |
Nisource Inc.
|
31,845 | $1,514,229 | |
| 4 | ATO |
Atmos Energy Corp
|
4,278 | $736,971 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
3,949 | $483,673 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
9,551 | $367,713 | |
| 7 | MDU |
Mdu Resources Group Inc
|
11,680 | $247,732 | |
| 8 | SPH |
Suburban Propane Partners LP
|
7,476 | $127,839 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,736,175 | 30,981 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,683,188 | 30,648 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,416,668 | 30,717 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,484,849 | 30,838 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,403,672 | 31,318 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,524,882 | 31,082 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,445,450 | 30,985 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,402,170 | 29,707 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,245,315 | 29,137 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,222,334 | 28,486 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,417,421 | 31,795 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,083,195 | 26,660 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,179,008 | 24,979 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,292,440 | 24,294 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,203,582 | 24,256 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $944,821 | 24,414 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,059,947 | 23,803 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,057,485 | 23,059 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $886,239 | 21,584 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $737,623 | 21,190 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $768,488 | 19,421 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $759,364 | 19,046 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $638,762 | 17,968 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $480,253 | 17,774 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $558,478 | 17,105 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $543,316 | 15,994 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||