Position in NJR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,430,499
-$276,783 QoQ
Shares Held
275,348
-3.7% QoQ
Ownership
0.271%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 456 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 79%
None 21%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $2,105,057,967 across 11 Utilities - Regulated Gas names. NJR ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
9,185,788 | $1,582,435,695 | |
| 2 | NI |
Nisource Inc.
|
4,079,703 | $193,989,877 | |
| 3 | CPK |
Chesapeake Utilities Corp
|
939,774 | $115,103,517 | |
| 4 | SR |
Spire Inc
|
667,616 | $52,134,131 | |
| 5 | OGS |
ONE Gas, Inc.
|
650,349 | $50,122,395 | |
| 6 | CTRI |
Centuri Holdings, Inc.
|
1,656,520 | $50,093,162 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
271,519 | $24,078,303 | |
| 8 | UGI |
Ugi Corp /Pa/
|
567,102 | $19,587,701 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,430,499 | 275,348 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $15,707,282 | 286,003 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $13,857,721 | 300,471 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $14,307,723 | 297,149 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $13,132,975 | 293,016 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,944,752 | 304,622 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $14,285,114 | 306,219 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $15,729,729 | 333,257 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $14,607,674 | 341,780 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $14,113,913 | 328,919 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $36,541,913 | 819,693 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $29,559,989 | 727,541 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $59,045,782 | 1,250,970 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $100,865,973 | 1,895,977 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $132,118,159 | 2,662,599 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $112,066,916 | 2,895,786 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $119,399,087 | 2,681,318 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $146,896,503 | 3,203,151 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $107,306,367 | 2,613,404 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $87,655,128 | 2,518,102 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $97,448,245 | 2,462,680 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $96,785,618 | 2,427,530 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $73,291,121 | 2,061,635 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $35,158,855 | 1,301,216 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $30,586,845 | 936,810 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $27,947,525 | 822,712 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||