Position in NJR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,528,423
-$7,418,544 QoQ
Shares Held
80,807
-62.9% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 456 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026BARCLAYS PLC holds $263,751,388 across 16 Utilities - Regulated Gas names. NJR ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
3,378,846 | $160,664,124 | |
| 2 | ATO |
Atmos Energy Corp
|
260,209 | $44,826,202 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
|
243,395 | $21,584,268 | |
| 4 | UGI |
Ugi Corp /Pa/
|
235,305 | $8,127,432 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
176,404 | $6,791,553 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
74,013 | $5,506,566 | |
| 7 | NJR |
New Jersey Resources Corp
This page
|
80,807 | $4,528,423 | |
| 8 | MDU |
Mdu Resources Group Inc
|
152,516 | $3,234,863 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,528,423 | 80,807 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $11,946,967 | 217,534 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,109,707 | 240,887 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,500,997 | 301,163 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $10,644,031 | 237,484 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $8,376,110 | 170,732 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $11,466,383 | 245,796 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $8,959,834 | 189,827 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $3,380,904 | 79,104 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $15,633,185 | 364,325 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $11,366,874 | 254,977 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $7,080,711 | 174,273 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $13,875,431 | 293,971 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $12,940,899 | 243,250 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $3,998,429 | 80,581 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $1,018,002 | 26,305 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $453,983 | 10,195 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,574,787 | 121,561 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,730,744 | 139,570 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,264,760 | 93,788 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,660,738 | 92,513 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,417,736 | 85,722 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,417,739 | 96,139 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,329,782 | 123,234 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,777,081 | 115,684 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,582,467 | 76,022 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||