Global Retirement Partners, LLC

Pension

Position in NJR — New Jersey Resources Corp

CIK 1749744 San Rafael, CA

Position in NJR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$247,808

+$80,301 QoQ

Shares Held

4,422

+21.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#311

of 456 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Global Retirement Partners, LLC holds $3,041,470 across 13 Utilities - Regulated Gas names. NJR ranks #4 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	24,995	$1,188,512
2	ATO	Atmos Energy Corp	3,547	$611,041
3	UGI	Ugi Corp /Pa/	9,211	$318,147
4	NJR	New Jersey Resources Corp This page	4,422	$247,808
5	SWX	Southwest Gas Holdings, Inc.	1,907	$169,112
6	BIPC	Brookfield Infrastructure Corp	4,108	$158,158
7	CPK	Chesapeake Utilities Corp	959	$117,458
8	BKH	Black Hills Corp /Sd/	752	$55,948

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$247,808	4,422	+21.8%	Shares	Sole	2026-08-06
2025-12-31	$167,507	3,632	+3460.8%	Shares	Sole	2026-02-06
2025-09-30	$4,911	102	0.0%	Shares	Sole	2025-10-21
2025-06-30	$4,571	102	+209.1%	Shares	Sole	2025-08-12
2024-12-31	$1,539	33	0.0%	Shares	Sole	2025-01-31
2024-09-30	$1,557	33	0.0%	Shares	Sole	2024-10-16
2024-06-30	$1,410	33	+3.1%	Shares	Sole	2024-07-23
2024-03-31	$1,373	32	0.0%	Shares	Sole	2024-04-23
2023-12-31	$1,426	32	0.0%	Shares	Sole	2024-01-18
2023-09-30	$1,300	32	-46.7%	Shares	Sole	2023-10-13
2023-06-30	$2,832	60	0.0%	Shares	Sole	2023-07-20
2023-03-31	$3,192	60	+114.3%	Shares	Sole	2023-05-08
2022-12-31	$1,389	28	-66.3%	Shares	Sole	2023-02-13
2021-03-31	$3,309	83	—	Shares	Sole	2021-04-14
No filing history on record for this holder in this stock.