Kestra Investment Management, LLC
Position in NJR — New Jersey Resources Corp
CIK 1962449
AUSTIN, TX
Position in NJR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,016,151
+$1,062,301 QoQ
Shares Held
35,977
+107.1% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#136
of 456 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Kestra Investment Management, LLC holds $3,249,330 across 3 Utilities - Regulated Gas names. NJR ranks #1 (62.0% of the industry book) .
All Filings in NJR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,016,151 | 35,977 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $953,850 | 17,368 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,012,656 | 21,957 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,005,372 | 20,880 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $697,981 | 15,573 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $753,071 | 15,350 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $496,915 | 10,652 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||