Position in NJR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,303,738
-$74,054 QoQ
Shares Held
183,864
-2.7% QoQ
Ownership
0.181%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#52
of 453 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $96,591,450 across 13 Utilities - Regulated Gas names. NJR ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
235,331 | $40,540,469 | |
| 2 | BIPC |
Brookfield Infrastructure Corp
|
335,017 | $12,898,154 | |
| 3 | NJR |
New Jersey Resources Corp
This page
|
183,864 | $10,303,738 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
117,181 | $8,718,266 | |
| 5 | NI |
Nisource Inc.
|
159,095 | $7,564,965 | |
| 6 | UGI |
Ugi Corp /Pa/
|
105,927 | $3,658,718 | |
| 7 | MDU |
Mdu Resources Group Inc
|
161,190 | $3,418,839 | |
| 8 | OGS |
ONE Gas, Inc.
|
41,093 | $3,167,037 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,303,738 | 183,864 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $10,377,792 | 188,962 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $8,770,500 | 190,167 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $9,667,796 | 200,785 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $8,866,336 | 197,821 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,489,577 | 193,428 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $8,946,022 | 191,769 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,785,712 | 186,138 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,807,400 | 182,672 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $7,866,173 | 183,318 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $8,017,044 | 179,835 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $7,088,106 | 174,455 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,370,353 | 177,338 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $9,338,940 | 175,544 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,853,754 | 158,278 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,979,537 | 154,510 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,677,852 | 149,963 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $6,666,530 | 145,367 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,192,587 | 150,818 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,982,250 | 143,127 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,541,092 | 38,946 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,584,074 | 39,731 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $744,806 | 20,951 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $546,775 | 20,236 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $630,699 | 19,317 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $522,220 | 15,373 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||