Position in NJR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,543,488
+$1,511,737 QoQ
Shares Held
313,053
+7.2% QoQ
Ownership
0.309%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 456 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Legal & General Group Plc holds $640,232,338 across 15 Utilities - Regulated Gas names. NJR ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
1,605,373 | $276,557,605 | |
| 2 | NI |
Nisource Inc.
|
3,782,091 | $179,838,425 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
321,911 | $23,950,178 | |
| 4 | MDU |
Mdu Resources Group Inc
|
1,102,193 | $23,377,512 | |
| 5 | OGS |
ONE Gas, Inc.
|
299,768 | $23,103,119 | |
| 6 | SR |
Spire Inc
|
280,987 | $21,942,273 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
200,354 | $17,767,391 | |
| 8 | NJR |
New Jersey Resources Corp
This page
|
313,053 | $17,543,488 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,543,488 | 313,053 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $16,031,751 | 291,911 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $7,591,028 | 164,593 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $10,384,124 | 215,662 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $10,180,457 | 227,141 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $10,768,374 | 219,494 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $10,162,001 | 217,835 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,181,039 | 215,700 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $8,766,357 | 205,109 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $9,298,295 | 216,693 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $10,060,502 | 225,673 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $9,153,450 | 225,288 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $10,586,015 | 224,280 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $11,487,475 | 215,930 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,560,822 | 212,834 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $8,407,226 | 217,241 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,149,543 | 227,926 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $10,778,062 | 235,021 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,884,866 | 240,742 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,085,734 | 232,282 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,749,796 | 221,122 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $9,312,036 | 233,560 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $8,349,983 | 234,880 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,107,465 | 226,035 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,995,065 | 214,244 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,962,660 | 204,965 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||