Position in NJR
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$2,020,745
-$1,162,143 QoQ
Shares Held
36,059
-37.8% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#135
of 456 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 80%
Shared 8%
None 13%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Corient Private Wealth LLC holds $31,276,862 across 11 Utilities - Regulated Gas names. NJR ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
80,046 | $13,789,523 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
48,585 | $3,614,724 | |
| 3 | NI |
Nisource Inc.
|
63,871 | $3,037,065 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
26,514 | $2,351,261 | |
| 5 | NJR |
New Jersey Resources Corp
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|
36,059 | $2,020,745 | |
| 6 | CTRI |
Centuri Holdings, Inc.
|
56,606 | $1,711,765 | |
| 7 | UGI |
Ugi Corp /Pa/
|
49,142 | $1,697,364 | |
| 8 | MDU |
Mdu Resources Group Inc
|
68,062 | $1,443,595 |
All Filings in NJR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,020,745 | 36,059 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $3,182,888 | 57,955 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,850,953 | 61,816 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $2,969,987 | 61,682 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,752,127 | 61,404 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $3,040,493 | 61,975 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,835,387 | 60,780 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,343,957 | 92,033 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,559,142 | 59,877 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,737,829 | 63,804 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,758,253 | 61,872 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,131,774 | 52,468 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,425,534 | 30,202 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,760,228 | 51,884 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $940,646 | 18,957 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||