CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in NJR — New Jersey Resources Corp
CIK 884546
SAN FRANCISCO, CA
Position in NJR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$67,293,168
+$1,615,219 QoQ
Shares Held
1,200,806
+0.4% QoQ
Ownership
1.18%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 456 holders
Holding Since
Mar 2020
26 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $987,664,322 across 15 Utilities - Regulated Gas names. NJR ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
4,515,728 | $214,722,866 | |
| 2 | ATO |
Atmos Energy Corp
|
1,059,660 | $182,547,628 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
1,213,841 | $90,309,770 | |
| 4 | UGI |
Ugi Corp /Pa/
|
2,471,540 | $85,366,990 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
788,678 | $69,939,965 | |
| 6 | NJR |
New Jersey Resources Corp
This page
|
1,200,806 | $67,293,168 | |
| 7 | OGS |
ONE Gas, Inc.
|
766,365 | $59,063,750 | |
| 8 | SR |
Spire Inc
|
705,659 | $55,104,911 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,293,168 | 1,200,806 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $65,677,949 | 1,195,884 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,808,705 | 1,210,076 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $59,400,488 | 1,233,655 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $55,745,143 | 1,243,756 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $62,531,287 | 1,274,588 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $59,126,822 | 1,267,456 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $57,952,868 | 1,227,815 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $51,033,397 | 1,194,043 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $49,004,292 | 1,142,025 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $48,730,308 | 1,093,098 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $43,750,749 | 1,076,809 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $50,728,530 | 1,074,757 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $56,521,754 | 1,062,439 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $52,994,358 | 1,068,004 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $41,706,061 | 1,077,676 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $46,089,351 | 1,035,018 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $46,699,467 | 1,018,305 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $40,445,413 | 985,032 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $33,027,205 | 948,785 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $36,180,473 | 914,341 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $34,881,146 | 874,872 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $31,278,383 | 879,842 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $23,375,380 | 865,114 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $28,427,865 | 870,685 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $29,750,892 | 875,799 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||