Position in NJR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$367,005
New position
Shares Held
6,549
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#266
of 456 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026HB Wealth Management, LLC holds $5,400,449 across 10 Utilities - Regulated Gas names. NJR ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
8,024 | $1,382,294 | |
| 2 | NI |
Nisource Inc.
|
20,479 | $973,776 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
8,486 | $631,358 | |
| 4 | UGI |
Ugi Corp /Pa/
|
16,194 | $559,340 | |
| 5 | OGS |
ONE Gas, Inc.
|
5,841 | $450,165 | |
| 6 | NJR |
New Jersey Resources Corp
This page
|
6,549 | $367,005 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
8,351 | $321,513 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
2,878 | $255,221 |
All Filings in NJR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,005 | 6,549 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||