Position in NJR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$277,790
+$32,408 QoQ
Shares Held
4,957
+10.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#298
of 456 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026PFG Investments, LLC holds $862,305 across 3 Utilities - Regulated Gas names. NJR ranks #2 (32.2% 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 | $277,790 | 4,957 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $245,382 | 4,468 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $203,942 | 4,422 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $210,848 | 4,379 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $210,761 | 4,296 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $212,490 | 4,555 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $213,108 | 4,515 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||