Position in NJR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,516,207
+$224,649 QoQ
Shares Held
80,589
+3.1% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#87
of 456 holders
Holding Since
Mar 2020
26 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, 2026NISA INVESTMENT ADVISORS, LLC holds $29,726,015 across 14 Utilities - Regulated Gas names. NJR ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
42,151 | $7,261,351 | |
| 2 | NI |
Nisource Inc.
|
117,271 | $5,576,236 | |
| 3 | NJR |
New Jersey Resources Corp
This page
|
80,589 | $4,516,207 | |
| 4 | UGI |
Ugi Corp /Pa/
|
111,206 | $3,841,055 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
50,203 | $3,735,103 | |
| 6 | OGS |
ONE Gas, Inc.
|
14,731 | $1,135,318 | |
| 7 | MDU |
Mdu Resources Group Inc
|
49,724 | $1,054,646 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
8,237 | $730,457 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,516,207 | 80,589 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,291,558 | 78,142 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,601,925 | 78,099 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,617,991 | 75,140 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,529,126 | 78,740 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,934,906 | 80,206 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,512,465 | 75,294 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,548,496 | 75,180 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,212,039 | 75,153 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,221,554 | 75,077 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,338,551 | 74,889 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,042,455 | 74,882 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,535,374 | 74,902 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,983,722 | 74,882 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,675,948 | 74,082 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,983,073 | 77,082 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,292,993 | 73,950 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,410,608 | 74,370 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,061,023 | 74,550 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,595,085 | 74,550 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $2,949,943 | 74,550 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,159,697 | 79,250 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,835,112 | 79,750 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,306,832 | 85,375 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $3,123,788 | 95,675 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $3,297,603 | 97,074 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||