Beacon Pointe Advisors, LLC

Position in NJR — New Jersey Resources Corp

CIK 1744317 NEWPORT BEACH, CA

Position in NJR

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$222,422

+$1,754 QoQ

Shares Held

3,969

-1.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#325

of 456 holders

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $1,704,560 across 5 Utilities - Regulated Gas names. NJR ranks #5 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	4,181	$720,260
2	SR	Spire Inc	3,404	$265,818
3	BIPC	Brookfield Infrastructure Corp	6,823	$262,685
4	NI	Nisource Inc.	4,908	$233,375
5	NJR	New Jersey Resources Corp This page	3,969	$222,422

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,422	3,969	-1.2%	Shares	Sole	2026-08-18
2026-03-31	$220,668	4,018	-62.2%	Shares	Sole	2026-05-15
2024-06-30	$454,283	10,629	-2.2%	Shares	Sole	2024-08-12
2024-03-31	$466,302	10,867	-3.0%	Shares	Sole	2024-05-14
2023-12-31	$499,340	11,201	-8.6%	Shares	Sole	2024-02-08
2023-09-30	$497,798	12,252	+18.4%	Shares	Sole	2023-11-14
2023-06-30	$488,425	10,348	-0.2%	Shares	Sole	2023-08-14
2023-03-31	$551,790	10,372	-4.0%	Shares	Sole	2023-05-12
2022-12-31	$536,094	10,804	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.