Position in NJR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,342,674
+$572,044 QoQ
Shares Held
148,870
+5.2% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 456 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 92%
None 8%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $233,134,941 across 14 Utilities - Regulated Gas names. NJR ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
1,517,394 | $72,152,082 | |
| 2 | UGI |
Ugi Corp /Pa/
|
1,779,937 | $61,479,023 | |
| 3 | ATO |
Atmos Energy Corp
|
106,053 | $18,269,747 | |
| 4 | RGCO |
Rgc Resources Inc
|
463,371 | $11,074,566 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
123,578 | $10,958,896 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
134,718 | $10,023,018 | |
| 7 | NJR |
New Jersey Resources Corp
This page
|
148,870 | $8,342,674 | |
| 8 | SR |
Spire Inc
|
104,457 | $8,157,046 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,342,674 | 148,870 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,770,630 | 141,490 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,862,885 | 148,805 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $7,473,650 | 155,216 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,718,762 | 127,594 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $21,443,192 | 437,081 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $21,237,784 | 455,258 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $22,104,137 | 468,308 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $21,932,243 | 513,155 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $23,374,105 | 544,724 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $25,451,969 | 570,928 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $26,874,875 | 661,454 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $32,142,067 | 680,976 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $44,469,454 | 835,892 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $40,470,864 | 815,616 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $33,317,525 | 860,918 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $36,661,815 | 823,306 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $32,299,518 | 704,307 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $27,872,101 | 678,814 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $17,791,286 | 511,097 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $22,948,107 | 579,937 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $23,833,648 | 597,784 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $21,532,741 | 605,703 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $16,722,407 | 618,890 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $26,537,102 | 812,775 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $29,250,955 | 861,082 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||