Position in NJR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$303,674,315
+$24,936,203 QoQ
Shares Held
5,418,885
+6.8% QoQ
Ownership
5.34%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3
of 453 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026STATE STREET CORP holds $5,380,603,727 across 15 Utilities - Regulated Gas names. NJR ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
11,380,060 | $1,960,442,936 | |
| 2 | NI |
Nisource Inc.
|
27,622,784 | $1,313,463,379 | |
| 3 | NJR |
New Jersey Resources Corp
This page
|
5,418,885 | $303,674,315 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
3,819,510 | $284,171,544 | |
| 5 | OGS |
ONE Gas, Inc.
|
3,268,798 | $251,926,261 | |
| 6 | SR |
Spire Inc
|
3,143,049 | $245,440,696 | |
| 7 | UGI |
Ugi Corp /Pa/
|
6,869,984 | $237,289,247 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
2,607,181 | $231,204,811 |
All Filings in NJR
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,674,315 | 5,418,885 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $278,738,112 | 5,075,348 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $278,738,112 | 5,075,348 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $226,337,958 | 4,907,588 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $237,426,687 | 4,930,980 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $237,426,687 | 4,930,980 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $231,058,573 | 5,155,256 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $257,234,090 | 5,243,255 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $249,986,947 | 5,358,777 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $238,207,166 | 5,046,762 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $215,813,193 | 5,049,443 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $233,972,696 | 5,452,638 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $236,399,180 | 5,302,808 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $219,319,196 | 5,397,962 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $403,687,392 | 8,552,699 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $537,097,624 | 10,095,820 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $447,895,624 | 9,026,514 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $412,618,780 | 10,661,984 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $454,458,841 | 10,205,678 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $372,415,210 | 8,120,698 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $364,918,491 | 8,887,445 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $305,478,148 | 8,775,586 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $379,199,903 | 9,583,015 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $332,974,942 | 8,351,516 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $281,918,503 | 7,930,197 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $232,186,858 | 8,593,148 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $265,505,424 | 8,131,866 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $285,796,132 | 8,413,192 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||