Position in NJR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,466,814
-$2,459,893 QoQ
Shares Held
454,440
-10.6% QoQ
Ownership
0.448%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 456 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 89%
None 11%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Invesco Ltd. holds $1,426,914,876 across 14 Utilities - Regulated Gas names. NJR ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
3,173,775 | $546,746,213 | |
| 2 | NI |
Nisource Inc.
|
7,790,163 | $370,422,245 | |
| 3 | UGI |
Ugi Corp /Pa/
|
3,050,658 | $105,369,723 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
1,170,367 | $87,075,302 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
550,834 | $67,466,145 | |
| 6 | SR |
Spire Inc
|
679,359 | $53,051,141 | |
| 7 | NWN |
Northwest Natural Holding Co
|
930,407 | $45,645,765 | |
| 8 | MDU |
Mdu Resources Group Inc
|
2,047,618 | $43,429,973 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,466,814 | 454,440 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $27,926,707 | 508,498 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $23,979,677 | 519,941 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $23,488,771 | 487,825 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $20,882,664 | 465,923 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $19,973,696 | 407,128 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $19,929,855 | 427,221 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $19,404,719 | 411,117 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $18,116,371 | 423,874 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $18,953,857 | 441,712 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $32,463,732 | 728,213 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $29,679,968 | 730,494 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $44,711,708 | 947,282 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $79,090,789 | 1,486,669 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $84,735,278 | 1,707,684 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $32,923,365 | 850,733 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $26,440,933 | 593,778 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $27,608,222 | 602,011 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,843,270 | 239,729 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,275,001 | 151,537 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,754,638 | 170,701 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $5,917,186 | 148,412 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,087,097 | 143,097 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,802,540 | 103,721 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $3,313,485 | 101,485 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $37,684,176 | 1,109,337 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||