MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in NJR — New Jersey Resources Corp
CIK 912938
Boston, MA
Position in NJR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$35,996,215
+$4,165,160 QoQ
Shares Held
655,430
-5.0% QoQ
Ownership
0.646%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $587,671,908 across 9 Utilities - Regulated Gas names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
1,842,583 | $317,421,770 | |
| 2 | NI |
Nisource Inc.
|
1,860,744 | $88,478,376 | |
| 3 | SR |
Spire Inc
|
718,104 | $56,076,740 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
424,659 | $37,658,759 | |
| 5 | OGS |
ONE Gas, Inc.
|
369,339 | $28,464,956 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
543,059 | $20,907,771 | |
| 7 | UGI |
Ugi Corp /Pa/
|
604,346 | $20,874,110 | |
| 8 | MDU |
Mdu Resources Group Inc
|
811,297 | $17,207,609 |
All Filings in NJR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,996,215 | 655,430 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $31,831,055 | 690,179 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $32,638,188 | 677,844 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $31,465,432 | 702,040 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $36,158,789 | 737,032 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $35,214,965 | 754,876 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $38,132,832 | 807,899 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $35,501,981 | 830,650 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $36,285,468 | 845,618 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $37,838,166 | 848,770 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $34,334,787 | 845,060 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $46,556,569 | 986,368 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $50,251,549 | 944,578 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $48,870,936 | 984,904 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $40,348,503 | 1,042,597 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $57,426,377 | 1,289,611 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $65,358,892 | 1,425,183 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $57,362,174 | 1,397,033 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $46,645,086 | 1,339,991 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $50,841,514 | 1,284,850 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $56,491,444 | 1,416,891 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $53,801,796 | 1,513,412 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $39,983,169 | 1,479,762 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $47,463,990 | 1,453,721 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $42,584,520 | 1,253,592 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||