MORGAN STANLEY

Position in NJR — New Jersey Resources Corp

CIK 895421 NEW YORK, NY

Back to NJR Full portfolio

Position in NJR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$95,232,744

+$23,568,136 QoQ

Shares Held

1,699,371

+30.2% QoQ

Ownership

1.67%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 453 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Common Shares in NJR Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Jun 30, 2026

MORGAN STANLEY holds $1,492,598,044 across 16 Utilities - Regulated Gas names. NJR ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	2,863,719	$493,332,865
2	NI	Nisource Inc.	5,583,433	$265,492,229
3	NJR	New Jersey Resources Corp This page	1,699,371	$95,232,744
4	UGI	Ugi Corp /Pa/	2,654,902	$91,700,311
5	MDU	Mdu Resources Group Inc	4,086,803	$86,681,085
6	BKH	Black Hills Corp /Sd/	1,127,193	$83,863,153
7	OGS	ONE Gas, Inc.	1,022,683	$78,818,173
8	SR	Spire Inc	765,083	$59,745,325

All Filings in NJR

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$95,232,744	1,699,371	+30.2%	Shares	Defined	2026-08-13
2026-03-31	$71,664,608	1,304,891	+1.7%	Shares	Defined	2026-05-15
2025-12-31	$59,196,536	1,283,533	+19.4%	Shares	Defined	2026-05-27
2025-09-30	$51,768,227	1,075,145	-14.8%	Shares	Defined	2026-05-27
2025-06-30	$56,573,903	1,262,247	-2.6%	Shares	Defined	2025-08-15
2025-03-31	$63,602,654	1,296,426	+24.5%	Shares	Defined	2025-05-15
2024-12-31	$48,564,138	1,041,032	-22.1%	Shares	Defined	2025-05-15
2024-09-30	$63,092,190	1,336,699	+36.9%	Shares	Defined	2025-05-14
2024-06-30	$41,725,090	976,254	-9.9%	Shares	Defined	2025-05-14
2024-03-31	$46,499,930	1,083,662	-5.2%	Shares	Defined	2024-10-17
2023-12-31	$50,951,190	1,142,916	+0.9%	Shares	Defined	2024-08-16
2023-09-30	$46,033,824	1,133,001	+37.1%	Shares	Defined	2023-11-15
2023-06-30	$39,015,279	826,595	+10.8%	Shares	Defined	2023-08-14
2023-03-31	$39,684,110	745,942	-4.6%	Shares	Defined	2023-05-15
2022-12-31	$38,813,206	782,209	+37.4%	Shares	Defined	2023-02-14
2022-09-30	$22,026,991	569,173	+10.2%	Shares	Defined	2022-11-14
2022-06-30	$22,992,081	516,328	+148.1%	Shares	Defined	2022-10-27
2022-03-31	$9,542,269	208,074	-43.7%	Shares	Defined	2022-10-27
2021-12-31	$15,173,923	369,555	+29.1%	Shares	Defined	2022-02-14
2021-09-30	$9,966,900	286,323	-30.7%	Shares	Defined	2021-11-15
2021-06-30	$16,358,512	413,407	+99.8%	Shares	Defined	2021-08-23
2021-03-31	$8,250,974	206,947	-28.4%	Shares	Defined	2021-05-17
2020-12-31	$10,279,492	289,156	-34.9%	Shares	Defined	2021-02-16
2020-09-30	$11,995,282	443,941	+23.1%	Shares	Defined	2020-11-13
2020-06-30	$11,774,828	360,638	+167.8%	Shares	Defined	2020-08-14
2020-03-31	$4,573,784	134,642	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.