Castellan Group

Position in NJR — New Jersey Resources Corp

CIK 1832521 LOUISVILLE, KY

Position in NJR

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$4,850,589

+$1,168,230 QoQ

Shares Held

88,321

+10.6% QoQ

Ownership

0.087%

of shares outstanding

% of Portfolio

5.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Castellan Group holds $9,002,012 across 2 Utilities - Regulated Gas names.

#	Ticker	Company	Shares	Value (USD)	Open
1	BIPC	Brookfield Infrastructure Corp	118,241	$4,552,278
2	ATO	Atmos Energy Corp	25,830	$4,449,734

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,850,589	88,321	+10.6%	Shares	Sole	2026-04-23
2025-12-31	$3,682,359	79,843	+5.1%	Shares	Sole	2026-01-23
2025-09-30	$3,659,014	75,992	—	Shares	Sole	2025-10-23
No filing history on record for this holder in this stock.