Position in NJR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,398,936
+$293,980 QoQ
Shares Held
60,652
+7.3% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#101
of 456 holders
Holding Since
Jun 2020
23 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, 2026HSBC HOLDINGS PLC holds $168,934,144 across 10 Utilities - Regulated Gas names. NJR ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
672,843 | $115,910,661 | |
| 2 | NI |
Nisource Inc.
|
771,230 | $36,671,984 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
|
39,447 | $3,498,159 | |
| 4 | NJR |
New Jersey Resources Corp
This page
|
60,652 | $3,398,936 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
34,238 | $2,547,307 | |
| 6 | CTRI |
Centuri Holdings, Inc.
|
75,748 | $2,290,619 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
32,480 | $1,250,479 | |
| 8 | NWN |
Northwest Natural Holding Co
|
25,195 | $1,236,066 |
All Filings in NJR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,398,936 | 60,652 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,104,956 | 56,536 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $4,436,881 | 96,203 | Shares | Sole | 2026-03-06 | |
| 2025-09-30 | $6,254,251 | 129,891 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,515,509 | 212,305 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,173,327 | 105,449 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,747,135 | 37,452 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,881,155 | 39,855 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,695,538 | 39,671 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,105,989 | 118,993 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,199,086 | 49,329 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,192,430 | 127,798 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,295,514 | 154,566 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,161,675 | 59,430 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,396,743 | 48,302 | Shares | Defined | 2023-02-14 | |
| 2022-03-31 | $548,483 | 11,960 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $487,341 | 11,869 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $287,704 | 8,265 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $379,278 | 9,585 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,847,056 | 46,327 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,872,773 | 52,680 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $1,956,193 | 72,398 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,312,664 | 70,832 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||