Position in NJR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$659,702
+$360,883 QoQ
Shares Held
11,772
+116.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#209
of 458 holders
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Y-Intercept (Hong Kong) Ltd holds $18,545,617 across 8 Utilities - Regulated Gas names. NJR ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
88,915 | $4,227,908 | |
| 2 | ATO |
Atmos Energy Corp
|
20,907 | $3,601,648 | |
| 3 | SR |
Spire Inc
|
44,854 | $3,502,648 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
29,680 | $2,632,022 | |
| 5 | CTRI |
Centuri Holdings, Inc.
|
68,709 | $2,077,760 | |
| 6 | OGS |
ONE Gas, Inc.
|
17,146 | $1,321,442 | |
| 7 | NJR |
New Jersey Resources Corp
This page
|
11,772 | $659,702 | |
| 8 | MDU |
Mdu Resources Group Inc
|
24,634 | $522,487 |
All Filings in NJR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,702 | 11,772 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $298,819 | 5,441 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,368,380 | 29,670 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,203,075 | 24,986 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $992,045 | 22,134 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $777,306 | 15,844 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $237,215 | 5,085 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $490,974 | 10,402 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $984,900 | 23,044 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $453,308 | 11,157 | Shares | Sole | 2023-11-14 | |
| 2022-03-31 | $247,322 | 5,393 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $204,195 | 5,866 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||