Position in NJR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$251,507
+$5,027 QoQ
Shares Held
4,488
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#308
of 456 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $281,421 across 4 Utilities - Regulated Gas names. NJR ranks #1 (89.4% of the industry book) .
All Filings in NJR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,507 | 4,488 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $246,480 | 4,488 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $206,986 | 4,488 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $216,097 | 4,488 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $14,387 | 321 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $15,748 | 321 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $14,974 | 321 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $15,151 | 321 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $14,360 | 336 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $14,417 | 336 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $28,575 | 641 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $26,043 | 641 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $30,255 | 641 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $34,101 | 641 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $31,806 | 641 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $24,806 | 641 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $28,543 | 641 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $29,396 | 641 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $32,478 | 791 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $27,534 | 791 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $31,299 | 791 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $31,537 | 791 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $56,204 | 1,581 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $42,718 | 1,581 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $77,413 | 2,371 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $80,542 | 2,371 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||