MATTERN CAPITAL MANAGEMENT, LLC
Position in NJR — New Jersey Resources Corp
CIK 1803227
LAKEWOOD, CO
Position in NJR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,788,562
-$97,916 QoQ
Shares Held
174,671
-3.0% QoQ
Ownership
0.172%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#53
of 456 holders
Holding Since
Mar 2020
26 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, 2026MATTERN CAPITAL MANAGEMENT, LLC holds $20,016,404 across 2 Utilities - Regulated Gas names. NJR ranks #2 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
59,371 | $10,227,842 | |
| 2 | NJR |
New Jersey Resources Corp
This page
|
174,671 | $9,788,562 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,788,562 | 174,671 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $9,886,478 | 180,016 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,357,774 | 181,218 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $8,291,911 | 172,210 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,738,352 | 172,654 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $8,359,824 | 170,400 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,901,483 | 169,378 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $8,155,121 | 172,778 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,381,881 | 172,716 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $7,437,804 | 173,335 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,026,565 | 157,617 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,650,440 | 163,683 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,333,815 | 134,191 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,938,663 | 130,426 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,404,800 | 129,077 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,244,507 | 135,517 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,064,362 | 136,186 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,645,985 | 144,919 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $5,888,086 | 143,402 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $4,900,516 | 140,779 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,396,240 | 136,372 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $5,270,853 | 132,201 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,637,995 | 130,464 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $3,368,880 | 124,681 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,197,741 | 97,940 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,916,324 | 85,850 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||