UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in NJR — New Jersey Resources Corp
CIK 861177
NEW YORK, NY
Position in NJR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,277,408
+$638,630 QoQ
Shares Held
308,305
+1.8% QoQ
Ownership
0.304%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 456 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $518,675,867 across 14 Utilities - Regulated Gas names. NJR ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
4,381,989 | $208,363,572 | |
| 2 | ATO |
Atmos Energy Corp
|
1,098,374 | $189,216,883 | |
| 3 | UGI |
Ugi Corp /Pa/
|
617,962 | $21,344,402 | |
| 4 | NJR |
New Jersey Resources Corp
This page
|
308,305 | $17,277,408 | |
| 5 | OGS |
ONE Gas, Inc.
|
196,427 | $15,138,623 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
169,565 | $15,037,020 | |
| 7 | SR |
Spire Inc
|
166,172 | $12,976,368 | |
| 8 | MDU |
Mdu Resources Group Inc
|
467,864 | $9,923,391 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,277,408 | 308,305 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $16,638,778 | 302,964 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $11,764,470 | 255,084 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $12,474,747 | 259,081 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,607,447 | 437,471 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $15,704,739 | 320,113 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $13,559,052 | 290,655 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,800,355 | 271,194 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,712,980 | 274,052 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,770,483 | 181,088 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $7,555,817 | 169,489 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,825,960 | 168,003 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,643,896 | 161,947 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,615,578 | 161,947 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $7,715,262 | 155,487 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,690,058 | 147,030 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,211,141 | 161,939 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,518,240 | 163,939 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,631,884 | 161,517 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,432,551 | 156,063 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,231,085 | 157,470 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $6,098,791 | 152,967 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,387,742 | 151,554 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $4,171,237 | 154,376 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,636,102 | 141,994 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,828,799 | 142,149 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||