Position in NJR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$784
+$290 QoQ
Shares Held
14
+55.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#438
of 456 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $12,776 across 12 Utilities - Regulated Gas names. NJR ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
110 | $4,235 | |
| 2 | ATO |
Atmos Energy Corp
|
11 | $1,894 | |
| 3 | NI |
Nisource Inc.
|
29 | $1,378 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
9 | $798 | |
| 5 | NJR |
New Jersey Resources Corp
This page
|
14 | $784 | |
| 6 | UGI |
Ugi Corp /Pa/
|
20 | $690 | |
| 7 | OGS |
ONE Gas, Inc.
|
8 | $616 | |
| 8 | MDU |
Mdu Resources Group Inc
|
29 | $615 |
All Filings in NJR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784 | 14 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $494 | 9 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $322 | 7 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $337 | 7 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $358 | 8 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $147 | 3 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||