Kestra Advisory Services, LLC

Position in NJR — New Jersey Resources Corp

CIK 1830819 AUSTIN, TX

Position in NJR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$259,521

+$17,105 QoQ

Shares Held

4,631

+4.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#305

of 456 holders

Holding Since

Jun 2022

16 quarters on record

Utilities · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $10,304,926 across 11 Utilities - Regulated Gas names. NJR ranks #7 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	104,774	$4,982,003
2	ATO	Atmos Energy Corp	7,225	$1,244,650
3	BIPC	Brookfield Infrastructure Corp	31,285	$1,204,472
4	UGI	Ugi Corp /Pa/	23,310	$805,127
5	BKH	Black Hills Corp /Sd/	6,091	$453,170
6	MDU	Mdu Resources Group Inc	17,834	$378,259
7	NJR	New Jersey Resources Corp This page	4,631	$259,521
8	SPH	Suburban Propane Partners LP	15,025	$256,927

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$259,521	4,631	+4.9%	Shares	Sole	2026-07-28
2026-03-31	$242,416	4,414	-11.5%	Shares	Sole	2026-04-30
2025-12-31	$230,046	4,988	+16.5%	Shares	Sole	2026-02-13
2025-09-30	$206,178	4,282	-37.2%	Shares	Sole	2025-11-14
2025-06-30	$305,537	6,817	+4.3%	Shares	Sole	2025-08-15
2025-03-31	$320,705	6,537	+1.5%	Shares	Sole	2025-05-14
2024-12-31	$300,472	6,441	+8.1%	Shares	Sole	2025-02-10
2024-09-30	$281,217	5,958	-13.2%	Shares	Sole	2024-11-13
2024-06-30	$293,239	6,861	-1.1%	Shares	Sole	2024-08-14
2024-03-31	$297,537	6,934	+10.2%	Shares	Sole	2024-05-15
2023-12-31	$280,452	6,291	-46.7%	Shares	Sole	2024-02-14
2023-09-30	$479,352	11,798	+88.9%	Shares	Sole	2023-11-13
2023-06-30	$294,716	6,244	-0.2%	Shares	Sole	2023-08-11
2023-03-31	$332,978	6,259	-4.7%	Shares	Sole	2023-05-12
2022-12-31	$325,953	6,569	+46.5%	Shares	Sole	2023-01-31
2022-06-30	$199,717	4,485	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.