Position in NJR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,210,373
-$50,191 QoQ
Shares Held
92,976
-2.9% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 456 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $557,270,300 across 13 Utilities - Regulated Gas names. NJR ranks #9 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
5,927,229 | $281,839,735 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
1,963,191 | $146,061,408 | |
| 3 | OGS |
ONE Gas, Inc.
|
718,962 | $55,410,399 | |
| 4 | SR |
Spire Inc
|
324,757 | $25,360,271 | |
| 5 | MDU |
Mdu Resources Group Inc
|
615,554 | $13,055,898 | |
| 6 | UGI |
Ugi Corp /Pa/
|
288,705 | $9,971,867 | |
| 7 | NWN |
Northwest Natural Holding Co
|
179,377 | $8,800,234 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
67,618 | $5,996,358 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,210,373 | 92,976 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,260,564 | 95,786 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,254,384 | 92,246 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $4,397,394 | 91,327 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,001,348 | 89,276 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $6,620,398 | 134,945 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,735,755 | 122,953 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $5,784,122 | 122,545 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $5,246,718 | 122,759 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,288,552 | 99,943 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,940,024 | 88,381 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,590,837 | 88,379 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,158,366 | 88,101 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,639,199 | 87,203 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,339,218 | 87,449 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $3,382,611 | 87,406 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,888,002 | 87,312 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $4,006,146 | 87,356 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,586,221 | 87,341 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,931,176 | 84,205 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,331,991 | 84,205 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,357,253 | 84,205 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $38,554,614 | 1,084,518 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $27,255,803 | 1,008,727 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $32,881,815 | 1,007,100 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $34,211,187 | 1,007,100 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||