Position in NJR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$67,023
+$1,339 QoQ
Shares Held
1,196
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#353
of 456 holders
Holding Since
Jun 2024
9 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, 2026Smartleaf Asset Management LLC holds $1,051,188 across 13 Utilities - Regulated Gas names. NJR ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
2,244 | $386,573 | |
| 2 | UGI |
Ugi Corp /Pa/
|
6,560 | $226,582 | |
| 3 | NI |
Nisource Inc.
|
2,336 | $111,076 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
990 | $73,656 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
581 | $71,160 | |
| 6 | NJR |
New Jersey Resources Corp
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|
1,196 | $67,023 | |
| 7 | SR |
Spire Inc
|
603 | $47,088 | |
| 8 | OGS |
ONE Gas, Inc.
|
395 | $30,442 |
All Filings in NJR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,023 | 1,196 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $65,684 | 1,196 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,029 | 933 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,608 | 428 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,885 | 109 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,058 | 470 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $30,835 | 661 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $25,818 | 547 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $20,643 | 483 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||