Position in NJR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$241,751,907
+$14,310,066 QoQ
Shares Held
4,313,917
+4.2% QoQ
Ownership
4.25%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#5
of 456 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 7%
None 2%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,347,352,740 across 15 Utilities - Regulated Gas names. NJR ranks #1 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
This page
|
4,313,917 | $241,751,907 | |
| 2 | MDU |
Mdu Resources Group Inc
|
10,435,060 | $221,327,620 | |
| 3 | ATO |
Atmos Energy Corp
|
768,834 | $132,447,030 | |
| 4 | NI |
Nisource Inc.
|
2,607,612 | $123,991,949 | |
| 5 | UGI |
Ugi Corp /Pa/
|
2,980,373 | $102,942,080 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
1,058,783 | $93,892,874 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
1,171,138 | $87,132,665 | |
| 8 | SR |
Spire Inc
|
1,029,256 | $80,374,598 |
All Filings in NJR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,751,907 | 4,313,917 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $227,441,841 | 4,141,330 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $181,443,687 | 3,934,165 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $171,718,353 | 3,566,321 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $153,978,659 | 3,435,490 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $168,017,545 | 3,424,736 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $154,372,590 | 3,309,166 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $145,997,433 | 3,093,166 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $126,372,433 | 2,956,772 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $120,248,021 | 2,802,331 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $118,942,870 | 2,668,077 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $108,007,987 | 2,658,331 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $129,589,723 | 2,745,545 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $143,865,831 | 2,704,245 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $135,608,430 | 2,732,939 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $109,430,052 | 2,827,650 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $125,093,094 | 2,809,187 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $127,875,106 | 2,788,380 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $112,373,952 | 2,736,823 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $98,743,612 | 2,836,645 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $99,570,663 | 2,516,317 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $88,593,970 | 2,222,071 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $71,355,320 | 2,007,182 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $53,313,972 | 1,973,130 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $59,318,781 | 1,816,808 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $61,802,877 | 1,819,337 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||