Summit Financial, LLC

Position in NJR — New Jersey Resources Corp

CIK 1765536 PARSIPPANY, NJ

Position in NJR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$503,127

+$5,278 QoQ

Shares Held

8,978

-1.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#235

of 456 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Summit Financial, LLC holds $2,934,339 across 6 Utilities - Regulated Gas names. NJR ranks #3 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPH	Suburban Propane Partners LP	54,066	$924,528
2	NI	Nisource Inc.	11,168	$531,038
3	NJR	New Jersey Resources Corp This page	8,978	$503,127
4	SWX	Southwest Gas Holdings, Inc.	4,218	$374,052
5	ATO	Atmos Energy Corp	1,863	$320,939
6	SR	Spire Inc	3,594	$280,655

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$503,127	8,978	-1.0%	Shares	Sole	2026-08-12
2026-03-31	$497,849	9,065	+16.9%	Shares	Sole	2026-05-15
2025-12-31	$357,752	7,757	-7.0%	Shares	Sole	2026-02-13
2025-09-30	$401,426	8,337	+1.2%	Shares	Sole	2025-11-14
2025-06-30	$369,361	8,241	+0.9%	Shares	Sole	2025-08-13
2025-03-31	$400,673	8,167	+2.7%	Shares	Sole	2025-05-14
2024-12-31	$371,100	7,955	+1.8%	Shares	Sole	2025-02-12
2024-09-30	$368,773	7,813	-4.1%	Shares	Sole	2024-11-12
2024-06-30	$348,074	8,144	+14.4%	Shares	Sole	2024-07-31
2024-03-31	$305,347	7,116	-0.5%	Shares	Sole	2024-04-24
2023-12-31	$318,969	7,155	-3.2%	Shares	Sole	2024-02-06
2023-09-30	$300,336	7,392	+0.9%	Shares	Sole	2023-11-07
2023-06-30	$345,645	7,323	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.