YOUSIF CAPITAL MANAGEMENT, LLC
Position in NJR — New Jersey Resources Corp
CIK 1858789
BLOOMFIELD HILLS, MI
Position in NJR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,555,110
-$64,041 QoQ
Shares Held
27,750
-5.9% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#154
of 456 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $25,823,886 across 11 Utilities - Regulated Gas names. NJR ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
62,042 | $10,687,975 | |
| 2 | NI |
Nisource Inc.
|
67,776 | $3,222,748 | |
| 3 | UGI |
Ugi Corp /Pa/
|
63,135 | $2,180,682 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
18,440 | $1,635,259 | |
| 5 | NJR |
New Jersey Resources Corp
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|
27,750 | $1,555,110 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
19,954 | $1,484,577 | |
| 7 | OGS |
ONE Gas, Inc.
|
16,895 | $1,302,097 | |
| 8 | SR |
Spire Inc
|
16,164 | $1,262,246 |
All Filings in NJR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,555,110 | 27,750 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,619,151 | 29,482 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,431,518 | 31,039 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,521,058 | 31,590 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,505,907 | 33,599 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,697,721 | 34,605 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,618,335 | 34,691 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,716,475 | 36,366 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,767,170 | 41,347 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,913,313 | 44,589 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,016,397 | 45,231 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,835,013 | 45,164 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,244,312 | 47,549 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,617,386 | 49,199 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,433,315 | 49,039 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $1,895,293 | 48,974 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,385,204 | 53,564 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,379,858 | 51,894 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,080,058 | 50,659 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||