MERCER GLOBAL ADVISORS INC /ADV

Position in NJR — New Jersey Resources Corp

CIK 853758 DENVER, CO

Position in NJR

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$1,644,101

+$707,331 QoQ

Shares Held

29,338

+72.0% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#147

of 458 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Utilities · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $48,910,916 across 12 Utilities - Regulated Gas names. NJR ranks #8 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPK	Chesapeake Utilities Corp	177,783	$21,774,861
2	ATO	Atmos Energy Corp	42,775	$7,368,849
3	UGI	Ugi Corp /Pa/	122,859	$4,243,549
4	NI	Nisource Inc.	84,212	$4,004,280
5	BKH	Black Hills Corp /Sd/	44,931	$3,342,866
6	SWX	Southwest Gas Holdings, Inc.	24,278	$2,152,973
7	OGS	ONE Gas, Inc.	24,216	$1,866,327
8	NJR	New Jersey Resources Corp This page	29,338	$1,644,101

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,644,101	29,338	+72.0%	Shares	Sole	2026-08-19
2026-03-31	$936,770	17,057	+36.6%	Shares	Sole	2026-05-15
2025-12-31	$575,715	12,483	+18.2%	Shares	Sole	2026-02-18
2025-09-30	$508,560	10,562	+94.1%	Shares	Sole	2025-11-14
2025-06-30	$243,865	5,441	+7.4%	Shares	Sole	2025-08-14
2025-03-31	$248,537	5,066	+1.2%	Shares	Sole	2025-05-15
2024-12-31	$233,436	5,004	-16.7%	Shares	Sole	2025-02-14
2024-09-30	$283,577	6,008	+9.7%	Shares	Sole	2024-11-14
2024-06-30	$234,129	5,478	+13.7%	Shares	Sole	2024-08-12
2024-03-31	$206,783	4,819	-49.2%	Shares	Sole	2024-05-15
2023-12-31	$423,019	9,489	+13.6%	Shares	Sole	2024-02-15
2023-09-30	$339,423	8,354	+59.8%	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.