Position in NJR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,760,473
+$5,311,371 QoQ
Shares Held
138,481
+210.5% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 456 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026CITIGROUP INC holds $117,343,070 across 15 Utilities - Regulated Gas names. NJR ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
214,158 | $36,892,997 | |
| 2 | NI |
Nisource Inc.
|
624,075 | $29,674,765 | |
| 3 | UGI |
Ugi Corp /Pa/
|
358,106 | $12,368,980 | |
| 4 | NJR |
New Jersey Resources Corp
This page
|
138,481 | $7,760,473 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
76,354 | $5,680,737 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
63,895 | $5,666,207 | |
| 7 | OGS |
ONE Gas, Inc.
|
59,770 | $4,606,473 | |
| 8 | NWN |
Northwest Natural Holding Co
|
75,701 | $3,713,890 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,760,473 | 138,481 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $2,449,102 | 44,594 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,865,876 | 40,457 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,922,194 | 39,921 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,376,802 | 53,030 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $4,640,828 | 94,595 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $4,956,093 | 106,240 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $4,430,946 | 93,876 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,585,097 | 37,087 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,198,045 | 27,920 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,064,167 | 23,871 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,340,300 | 32,988 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $2,045,223 | 43,331 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,633,718 | 30,709 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $595,785 | 12,007 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $857,823 | 22,166 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $511,291 | 11,482 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $6,979,063 | 152,182 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $5,512,180 | 134,247 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $2,439,065 | 70,068 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $562,209 | 14,208 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $610,926 | 15,323 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,721,045 | 48,412 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $433,318 | 16,037 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,256,696 | 38,490 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,182,053 | 34,797 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||