Position in NJR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$534,397
-$82,848 QoQ
Shares Held
9,536
-15.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#221
of 442 holders
Holding Since
Dec 2024
5 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, 2026Integrated Wealth Concepts LLC holds $8,410,748 across 16 Utilities - Regulated Gas names. NJR ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
16,929 | $2,916,358 | |
| 2 | UGI |
Ugi Corp /Pa/
|
48,539 | $1,676,537 | |
| 3 | NI |
Nisource Inc.
|
29,014 | $1,379,615 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
19,557 | $752,944 | |
| 5 | NJR |
New Jersey Resources Corp
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|
9,536 | $534,397 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
4,868 | $362,179 | |
| 7 | MDU |
Mdu Resources Group Inc
|
8,667 | $183,827 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
1,934 | $171,507 |
All Filings in NJR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,397 | 9,536 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $617,245 | 11,239 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $567,977 | 11,796 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $562,894 | 12,559 | Shares | Other | 2025-08-14 | |
| 2024-12-31 | $226,345 | 4,852 | Shares | Other | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||