Position in NJR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,421,208
+$1,673,198 QoQ
Shares Held
43,205
+217.2% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#121
of 442 holders
Holding Since
Sep 2025
3 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, 2026IEQ CAPITAL, LLC holds $29,244,618 across 9 Utilities - Regulated Gas names. NJR ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
54,105 | $9,320,668 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
92,351 | $6,870,914 | |
| 3 | OGS |
ONE Gas, Inc.
|
44,473 | $3,427,534 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
36,232 | $3,213,053 | |
| 5 | NJR |
New Jersey Resources Corp
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|
43,205 | $2,421,208 | |
| 6 | NWN |
Northwest Natural Holding Co
|
30,057 | $1,474,596 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
37,260 | $1,434,510 | |
| 8 | UGI |
Ugi Corp /Pa/
|
29,820 | $1,029,982 |
All Filings in NJR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,421,208 | 43,205 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $748,010 | 13,620 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $285,914 | 5,938 | Shares | Other | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||