Position in NJR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$936,770
+$361,055 QoQ
Shares Held
17,057
+36.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
12 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $35,959,091 across 12 Utilities - Regulated Gas names. NJR ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPK |
Chesapeake Utilities Corp
|
157,336 | $19,882,550 | |
| 2 | ATO |
Atmos Energy Corp
|
21,608 | $3,991,429 | |
| 3 | UGI |
Ugi Corp /Pa/
|
61,794 | $2,250,537 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
27,761 | $1,926,891 | |
| 5 | NI |
Nisource Inc.
|
40,115 | $1,871,765 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
19,296 | $1,676,822 | |
| 7 | OGS |
ONE Gas, Inc.
|
16,023 | $1,380,060 | |
| 8 | NJR |
New Jersey Resources Corp
This page
|
17,057 | $936,770 |
All Filings in NJR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $936,770 | 17,057 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $575,715 | 12,483 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $508,560 | 10,562 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $243,865 | 5,441 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $248,537 | 5,066 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $233,436 | 5,004 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $283,577 | 6,008 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $234,129 | 5,478 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $206,783 | 4,819 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $423,019 | 9,489 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $339,423 | 8,354 | Shares | Sole | 2023-11-15 | |
| 2021-06-30 | $206,871 | 5,228 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||