Position in NJR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,414
+$8,041 QoQ
Shares Held
168
+572.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#387
of 442 holders
Holding Since
Mar 2025
6 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, 2026Clearstead Advisors, LLC holds $2,045,583 across 14 Utilities - Regulated Gas names. NJR ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
35,616 | $1,371,216 | |
| 2 | ATO |
Atmos Energy Corp
|
1,830 | $315,254 | |
| 3 | NI |
Nisource Inc.
|
5,088 | $241,934 | |
| 4 | UGI |
Ugi Corp /Pa/
|
1,132 | $39,099 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
404 | $30,057 | |
| 6 | OGS |
ONE Gas, Inc.
|
267 | $20,577 | |
| 7 | NJR |
New Jersey Resources Corp
This page
|
168 | $9,414 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
85 | $7,537 |
All Filings in NJR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,414 | 168 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,373 | 25 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,297 | 310 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,522 | 177 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,809 | 85 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,403 | 49 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||