Position in NJR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$131,306,144
-$4,268,817 QoQ
Shares Held
2,343,079
-5.1% QoQ
Ownership
2.31%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#7
of 453 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $492,423,174 across 16 Utilities - Regulated Gas names. NJR ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
1,204,326 | $207,469,239 | |
| 2 | NJR |
New Jersey Resources Corp
This page
|
2,343,079 | $131,306,144 | |
| 3 | NI |
Nisource Inc.
|
822,363 | $39,103,358 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
888,899 | $34,222,611 | |
| 5 | MDU |
Mdu Resources Group Inc
|
808,790 | $17,154,433 | |
| 6 | OGS |
ONE Gas, Inc.
|
182,606 | $14,073,441 | |
| 7 | UGI |
Ugi Corp /Pa/
|
342,943 | $11,845,249 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
96,993 | $8,601,337 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,306,144 | 2,343,079 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $135,574,961 | 2,468,590 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $123,801,067 | 2,684,325 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $131,554,031 | 2,732,171 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $118,770,848 | 2,649,952 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $126,905,758 | 2,586,746 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $120,890,907 | 2,591,445 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $120,786,310 | 2,559,032 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $110,621,718 | 2,588,248 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $112,019,342 | 2,610,565 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $108,888,699 | 2,442,546 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $105,093,232 | 2,586,592 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $125,480,963 | 2,658,495 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $141,631,911 | 2,662,254 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $129,184,676 | 2,603,480 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $101,123,020 | 2,612,998 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $114,075,750 | 2,561,773 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $118,518,060 | 2,584,345 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $107,954,005 | 2,629,177 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $88,283,171 | 2,536,144 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $95,614,453 | 2,416,337 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $91,601,363 | 2,297,501 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $81,268,968 | 2,286,047 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $58,097,835 | 2,150,179 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $63,704,654 | 1,951,138 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $57,531,557 | 1,693,599 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||