Position in NJR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,231,569
-$194,328 QoQ
Shares Held
129,043
-4.6% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 456 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026DEUTSCHE BANK AG\ holds $1,086,702,501 across 15 Utilities - Regulated Gas names. NJR ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
12,077,706 | $574,294,917 | |
| 2 | ATO |
Atmos Energy Corp
|
2,505,816 | $431,676,920 | |
| 3 | SR |
Spire Inc
|
320,765 | $25,048,535 | |
| 4 | MDU |
Mdu Resources Group Inc
|
402,983 | $8,547,268 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
94,484 | $8,378,839 | |
| 6 | NJR |
New Jersey Resources Corp
This page
|
129,043 | $7,231,569 | |
| 7 | OGS |
ONE Gas, Inc.
|
86,798 | $6,689,520 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
157,428 | $6,060,977 |
All Filings in NJR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,231,569 | 129,043 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $7,425,897 | 135,213 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $5,893,718 | 127,791 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $7,266,557 | 150,915 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,122,342 | 114,287 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $5,655,684 | 115,281 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $8,866,390 | 190,062 | Shares | Defined | 2025-06-30 | |
| 2024-09-30 | $6,042,165 | 128,012 | Shares | Defined | 2025-06-26 | |
| 2024-06-30 | $7,972,888 | 186,544 | Shares | Defined | 2025-06-12 | |
| 2024-03-31 | $8,355,691 | 194,726 | Shares | Defined | 2025-06-02 | |
| 2023-12-31 | $8,832,857 | 198,135 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,506,421 | 135,526 | Shares | Defined | 2023-11-24 | |
| 2023-06-30 | $8,839,898 | 187,286 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,780,341 | 202,638 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $9,469,627 | 190,843 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,031,440 | 181,691 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,683,570 | 195,005 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $9,466,372 | 206,419 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $9,208,483 | 224,269 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $7,566,926 | 217,378 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $7,355,664 | 185,890 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $7,639,009 | 191,598 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $7,462,085 | 209,904 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,490,008 | 129,164 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,182,984 | 128,116 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,435,790 | 101,142 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||