Position in NJR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,637,679
+$571,694 QoQ
Shares Held
100,601
+9.1% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#76
of 456 holders
Holding Since
Sep 2022
16 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, 2026SEI INVESTMENTS CO holds $237,548,701 across 13 Utilities - Regulated Gas names. NJR ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDU |
Mdu Resources Group Inc
|
5,228,758 | $110,901,955 | |
| 2 | ATO |
Atmos Energy Corp
|
192,466 | $33,156,116 | |
| 3 | NI |
Nisource Inc.
|
578,630 | $27,513,855 | |
| 4 | UGI |
Ugi Corp /Pa/
|
668,363 | $23,085,257 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
95,136 | $8,436,660 | |
| 6 | CPK |
Chesapeake Utilities Corp
|
61,876 | $7,578,571 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
98,513 | $7,329,367 | |
| 8 | NJR |
New Jersey Resources Corp
This page
|
100,601 | $5,637,679 |
All Filings in NJR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,637,679 | 100,601 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,065,985 | 92,243 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,926,563 | 85,138 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,073,345 | 84,597 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $797,616 | 17,796 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $925,369 | 18,862 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $570,855 | 12,237 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $557,856 | 11,819 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $482,790 | 11,296 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $305,947 | 7,130 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $402,422 | 9,027 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $292,617 | 7,202 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $307,366 | 6,512 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,533,649 | 47,625 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,468,205 | 29,589 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $404,414 | 10,450 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||