Colonial Trust Co / SC

Bank

Position in NJR — New Jersey Resources Corp

CIK 1954093 SPARTANBURG, SC

Position in NJR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$10,367

-$2,429 QoQ

Shares Held

185

-20.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#398

of 456 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Colonial Trust Co / SC holds $266,361 across 6 Utilities - Regulated Gas names. NJR ranks #5 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BIPC	Brookfield Infrastructure Corp	2,310	$88,935
2	CPK	Chesapeake Utilities Corp	531	$65,036
3	UGI	Ugi Corp /Pa/	1,500	$51,810
4	ATO	Atmos Energy Corp	289	$49,786
5	NJR	New Jersey Resources Corp This page	185	$10,367
6	NI	Nisource Inc.	9	$427

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,367	185	-20.6%	Shares	Sole	2026-08-11
2026-03-31	$12,796	233	+15.9%	Shares	Sole	2026-05-12
2025-12-31	$9,270	201	0.0%	Shares	Sole	2026-02-12
2025-09-30	$9,678	201	0.0%	Shares	Sole	2025-11-10
2025-06-30	$9,008	201	0.0%	Shares	Sole	2025-08-13
2025-03-31	$9,861	201	-39.5%	Shares	Sole	2025-05-14
2024-12-31	$15,487	332	+60.4%	Shares	Sole	2025-02-14
2024-09-30	$9,770	207	0.0%	Shares	Sole	2024-11-12
2024-06-30	$8,847	207	+16.9%	Shares	Sole	2024-08-14
2024-03-31	$7,595	177	0.0%	Shares	Sole	2024-05-14
2023-12-31	$7,890	177	0.0%	Shares	Sole	2024-02-14
2023-09-30	$7,191	177	+40.5%	Shares	Sole	2023-11-13
2023-06-30	$5,947	126	+1.6%	Shares	Sole	2023-08-14
2023-03-31	$6,596	124	0.0%	Shares	Sole	2023-05-11
2022-12-31	$6,152	124	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.