TRANSCEND CAPITAL ADVISORS, LLC

Position in NJR — New Jersey Resources Corp

CIK 1776082 MADISON, NJ

Position in NJR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$291,576

+$62,505 QoQ

Shares Held

5,203

+24.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#290

of 456 holders

Holding Since

Mar 2020

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $1,367,891 across 4 Utilities - Regulated Gas names. NJR ranks #2 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	3,490	$601,222
2	NJR	New Jersey Resources Corp This page	5,203	$291,576
3	OGS	ONE Gas, Inc.	3,084	$237,683
4	BKH	Black Hills Corp /Sd/	3,191	$237,410

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$291,576	5,203	+24.7%	Shares	Sole	2026-08-04
2026-03-31	$229,071	4,171	-0.3%	Shares	Sole	2026-05-13
2025-09-30	$201,411	4,183	-31.9%	Shares	Sole	2025-11-04
2020-03-31	$208,779	6,146	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.