New Jersey Resources Ownership 2024 | Who Owns New Jersey Resources Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

72.22%

Insider Ownership

0.41%

Retail Ownership

27.36%

Institutional Holders

323.00

New Jersey Resources Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.16.86%0.02%16,590,521-154,043-0.92%709,078,853Jun 30, 2024
VANGUARD GROUP INC11.97%0.01%11,774,60940,3830.34%503,246,789Jun 30, 2024
STATE STREET CORP5.13%0.01%5,049,443-403,195-7.39%217,884,032,000Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP3.01%0.03%2,956,772154,4415.51%126,372,013Jun 30, 2024
WELLS FARGO & COMPANY/MN2.63%0.03%2,588,248-22,317-0.85%110,621,703Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.37%0.01%2,331,599144,1816.59%99,671,936Jun 30, 2024
FIRST TRUST ADVISORS LP1.33%0.06%1,306,701-170,565-11.55%55,848,402Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.31%0.01%1,284,24540,0943.22%54,888,634Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.21%0.01%1,194,04352,0184.55%51,033,398Jun 30, 2024
NORGES BANK1.20%0.01%1,178,4031,178,403100.00%50,364,944Jun 30, 2024
NORTHERN TRUST CORP1.17%0.01%1,146,42945,0094.09%48,998,375,000Jun 30, 2024
NEUBERGER BERMAN GROUP LLC1.11%0.04%1,096,351393,12855.90%46,851,949Jun 30, 2024
MORGAN STANLEY0.99%0.00%976,254-107,408-9.91%41,725,145Jun 30, 2024
PROSHARE ADVISORS LLC0.90%0.10%886,129-31,074-3.39%37,873,155Jun 30, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO0.89%0.48%875,590--37,422,717Jun 30, 2024
FMR LLC0.89%0.00%872,108141,65619.39%37,273,884Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/0.84%0.01%830,650-14,968-1.77%35,501,981Jun 30, 2024
GOLDMAN SACHS GROUP INC0.74%0.01%729,694113,86118.49%31,187,125Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC0.63%0.04%618,379176,39639.91%26,429,507Jun 30, 2024
JPMORGAN CHASE & CO0.53%0.00%522,457-11,874-2.22%22,329,812Jun 30, 2024

New Jersey Resources's largest institutional shareholder is BLACKROCK INC., holding 16.86% of the company's total share outstanding, currently valued at $709.08M. The top 10 institutional shareholders own together 47.02% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
COX CAPITAL MGT LLC0.07%1.86%71,879-3,768-4.98%3,072,110Jun 30, 2024
AVENTAIL CAPITAL GROUP, LP0.35%1.03%346,312346,312100.00%14,801,375Jun 30, 2024
MATTERN CAPITAL MANAGEMENT, LLC0.18%1.02%172,716-619-0.36%7,381,882Jun 30, 2024
JOHN G ULLMAN & ASSOCIATES INC0.13%0.85%129,828-1,585-1.21%5,548,849Jun 30, 2024
CLEAR HARBOR ASSET MANAGEMENT, LLC0.20%0.73%197,830-3,359-1.67%8,455,254Jun 30, 2024
ICON ADVISERS INC/CO0.08%0.71%73,919-7,466-9.17%3,143,036Jun 30, 2024
HARTFORD FINANCIAL MANAGEMENT INC.0.08%0.70%76,500--3,269,610Jun 30, 2024
BRAGG FINANCIAL ADVISORS, INC0.35%0.66%346,3142170.06%14,801,461Jun 30, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO0.89%0.48%875,590--37,422,717Jun 30, 2024
ENERGY INCOME PARTNERS, LLC0.47%0.43%457,472-80,164-14.91%19,552,353Jun 30, 2024
SHORE POINT ADVISORS, LLC0.02%0.39%16,0509,170133.28%686,006Jun 30, 2024
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC0.01%0.36%11,010--470,555Jun 30, 2024
ICW INVESTMENT ADVISORS LLC0.02%0.33%16,845-498-2.87%719,949Jun 30, 2024
JACKSON CREEK INVESTMENT ADVISORS LLC0.02%0.33%20,895-36-0.17%893,000Jun 30, 2024
C2C WEALTH MANAGEMENT, LLC0.01%0.31%7,424--317,302Jun 30, 2024
SEGALL BRYANT & HAMILL, LLC0.41%0.31%404,336-73,587-15.40%17,281,321Jun 30, 2024
ALGERT GLOBAL LLC0.19%0.26%185,637118,377176.00%7,934,000Jun 30, 2024
EMPIRICAL ASSET MANAGEMENT, LLC0.02%0.26%16,2696,10059.99%695,326Jun 30, 2024
OXFORD ASSET MANAGEMENT LLP0.01%0.25%4,9654,965100.00%212,204Jun 30, 2024
FARMERS & MERCHANTS TRUST CO OF LONG BEACH0.02%0.25%22,301--953,144Jun 30, 2024

The largest New Jersey Resources shareholder by % of total assets is COX CAPITAL MGT LLC. The company owns 71.88K shares of New Jersey Resources (NJR), representing 1.86% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.20%0.01%1,178,4031,178,403100.00%50,364,944Jun 30, 2024
NEUBERGER BERMAN GROUP LLC1.11%0.04%1,096,351393,12855.90%46,851,949Jun 30, 2024
AVENTAIL CAPITAL GROUP, LP0.35%1.03%346,312346,312100.00%14,801,375Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC0.39%0.02%387,950255,503192.91%16,580,983Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.18%0.04%177,099177,099100.00%7,569,211Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC0.63%0.04%618,379176,39639.91%26,429,507Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP3.01%0.03%2,956,772154,4415.51%126,372,013Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.37%0.01%2,331,599144,1816.59%99,671,936Jun 30, 2024
FMR LLC0.89%0.00%872,108141,65619.39%37,273,884Jun 30, 2024
ALGERT GLOBAL LLC0.19%0.26%185,637118,377176.00%7,934,000Jun 30, 2024
GOLDMAN SACHS GROUP INC0.74%0.01%729,694113,86118.49%31,187,125Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.28%0.00%274,05292,96451.34%11,712,982Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.40%0.11%390,73585,20527.89%16,700,000Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.25%0.02%242,54856,38830.29%10,366,501Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.21%0.01%1,194,04352,0184.55%51,033,398Jun 30, 2024
NATIONAL BANK OF CANADA /FI/0.05%0.00%51,10051,100100.00%2,172,772Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.01%48,81048,810100.00%2,086,139Jun 30, 2024
NORTHERN TRUST CORP1.17%0.01%1,146,42945,0094.09%48,998,375,000Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.13%0.02%123,39742,50852.55%5,273,988Jun 30, 2024
VANGUARD GROUP INC11.97%0.01%11,774,60940,3830.34%503,246,789Jun 30, 2024

As of Jun 30 2024, New Jersey Resources's largest institutional buyer is NORGES BANK. The company purchased 1.18M stocks of NJR, valued at $50.36M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
STATE STREET CORP5.13%0.01%5,049,443-403,195-7.39%217,884,032,000Jun 30, 2024
BARCLAYS PLC0.08%0.00%79,104-285,221-78.29%3,381,000Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----177,258-100.00%-Jun 30, 2024
FIRST TRUST ADVISORS LP1.33%0.06%1,306,701-170,565-11.55%55,848,402Jun 30, 2024
BLACKROCK INC.16.86%0.02%16,590,521-154,043-0.92%709,078,853Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.42%0.01%414,669-130,753-23.97%17,722,953Jun 30, 2024
MORGAN STANLEY0.99%0.00%976,254-107,408-9.91%41,725,145Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.01%0.00%9,917-84,721-89.52%423,860Jun 30, 2024
ENERGY INCOME PARTNERS, LLC0.47%0.43%457,472-80,164-14.91%19,552,353Jun 30, 2024
HSBC HOLDINGS PLC0.04%0.00%39,671-79,322-66.66%1,701,745Jun 30, 2024
SG AMERICAS SECURITIES, LLC0.01%0.00%14,198-75,433-84.16%607,000Jun 30, 2024
SEGALL BRYANT & HAMILL, LLC0.41%0.31%404,336-73,587-15.40%17,281,321Jun 30, 2024
SQUAREPOINT OPS LLC----69,694-100.00%-Jun 30, 2024
PRUDENTIAL PLC0.01%0.00%10,390-67,925-86.73%444,069Jun 30, 2024
UBS GROUP AG0.11%0.00%110,080-51,790-31.99%4,704,819Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.----49,232-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----44,006-100.00%-Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC0.34%0.01%331,365-42,722-11.42%14,162,540,000Jun 30, 2024
QUANTBOT TECHNOLOGIES LP----38,099-100.00%-Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC0.04%0.00%37,305-37,119-49.88%1,594,416Jun 30, 2024

As of Jun 30 2024, New Jersey Resources's biggest institutional seller is STATE STREET CORP. The company sold -0.40M shares of NJR, valued at $217.88B.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.20%0.01%1,178,4031,178,403100.00%50,364,944Jun 30, 2024
AVENTAIL CAPITAL GROUP, LP0.35%1.03%346,312346,312100.00%14,801,375Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.18%0.04%177,099177,099100.00%7,569,211Jun 30, 2024
NATIONAL BANK OF CANADA /FI/0.05%0.00%51,10051,100100.00%2,172,772Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.01%48,81048,810100.00%2,086,139Jun 30, 2024
SUMMIT GLOBAL INVESTMENTS0.03%0.09%31,25031,250100.00%1,336,000Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD0.02%0.05%23,04423,044100.00%984,901Jun 30, 2024
LIDO ADVISORS, LLC0.02%0.00%18,56818,568100.00%801,388Jun 30, 2024
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.0.02%0.24%18,09018,090100.00%773,061Jun 30, 2024
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.0.02%0.06%15,53215,532100.00%663,838Jun 30, 2024
SEVEN EIGHT CAPITAL, LP0.02%0.07%14,93814,938100.00%638,450Jun 30, 2024
INCEPTIONR LLC0.01%0.16%12,99512,995100.00%555,406Jun 30, 2024
BLAIR WILLIAM & CO/IL0.01%0.00%11,20411,204100.00%478,859Jun 30, 2024
UNITED CAPITAL FINANCIAL ADVISERS, LLC0.01%0.00%9,5869,586100.00%409,706Jun 30, 2024
INTECH INVESTMENT MANAGEMENT LLC0.01%0.00%8,9798,979100.00%383,762Jun 30, 2024
CHOREO, LLC0.01%0.01%8,9708,970100.00%381,450Jun 30, 2024
MQS MANAGEMENT LLC0.01%0.22%8,4798,479100.00%362,392Jun 30, 2024
WALLEYE CAPITAL LLC0.01%0.00%6,4636,463100.00%276,229Jun 30, 2024
OXFORD ASSET MANAGEMENT LLP0.01%0.25%4,9654,965100.00%212,204Jun 30, 2024
NCM CAPITAL MANAGEMENT, LLC0.01%0.11%4,9004,900100.00%209,426Jun 30, 2024
ZYNERGYRETIREMENTPLANNINGLLC0.00%0.14%4,2074,207100.00%179,802Jun 30, 2024
NVWM, LLC0.00%0.04%3,1233,123100.00%134,789Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.01%2,1952,195100.00%93,814Jun 30, 2024
HUNTINGTON NATIONAL BANK0.00%0.00%2,0082,008100.00%85,822Jun 30, 2024
NEO IVY CAPITAL MANAGEMENT0.00%0.01%720720100.00%31,000Jun 30, 2024
SPIRIT OF AMERICA MANAGEMENT CORP/NY0.00%0.00%500500100.00%21,370Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%483483100.00%20,580Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP0.00%-406406100.00%17,352Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC0.00%0.01%194194100.00%8,292Jun 30, 2024
GHP INVESTMENT ADVISORS, INC.0.00%0.00%166166100.00%7,095Jun 30, 2024
QUARRY LP0.00%0.00%108108100.00%4,616Jun 30, 2024
LARSON FINANCIAL GROUP LLC--1111100.00%470Jun 30, 2024

New Jersey Resources's largest new institutional shareholder by number of shares is NORGES BANK, purchased 1.18M shares, valued at $50.36M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
AMERICAN INTERNATIONAL GROUP, INC.----177,258-100.00%-Jun 30, 2024
SQUAREPOINT OPS LLC----69,694-100.00%-Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.----49,232-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----44,006-100.00%-Jun 30, 2024
QUANTBOT TECHNOLOGIES LP----38,099-100.00%-Jun 30, 2024
OCCUDO QUANTITATIVE STRATEGIES LP----31,338-100.00%-Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC----27,170-100.00%-Jun 30, 2024
GOTHAM ASSET MANAGEMENT, LLC----26,166-100.00%-Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD----25,253-100.00%-Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH----19,934-100.00%-Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.----15,400-100.00%-Jun 30, 2024
POINT72 (DIFC) LTD----14,876-100.00%-Jun 30, 2024
KEYSTONE FINANCIAL PLANNING, INC.----11,677-100.00%-Jun 30, 2024
JUMP FINANCIAL, LLC----11,285-100.00%-Jun 30, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC----8,544-100.00%-Jun 30, 2024
ONTARIO TEACHERS PENSION PLAN BOARD----8,417-100.00%-Jun 30, 2024
TEZA CAPITAL MANAGEMENT LLC----7,988-100.00%-Jun 30, 2024
CAPULA MANAGEMENT LTD----7,145-100.00%-Jun 30, 2024
MITSUBISHI UFJ TRUST & BANKING CORP----7,095-100.00%-Jun 30, 2024
POINT72 HONG KONG LTD----6,787-100.00%-Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC----5,455-100.00%-Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----5,290-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----5,105-100.00%-Jun 30, 2024
PROFUND ADVISORS LLC----4,971-100.00%-Jun 30, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.----4,803-100.00%-Jun 30, 2024
NVERSES CAPITAL, LLC----4,800-100.00%-Jun 30, 2024
ENTRYPOINT CAPITAL, LLC----2,923-100.00%-Jun 30, 2024
VESTCOR INC----2,029-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----502-100.00%-Jun 30, 2024
FNY INVESTMENT ADVISERS, LLC----400-100.00%-Jun 30, 2024
PRIVATE TRUST CO NA----120-100.00%-Jun 30, 2024
DENALI ADVISORS LLC----24-100.00%-Jun 30, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.----4-100.00%-Jun 30, 2024
TFO-TDC, LLC----1-100.00%-Jun 30, 2024

New Jersey Resources's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -0.18M shares, valued at -, as of undefined.

New Jersey Resources Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
COPLEY FUND INC /NV/4.57%62,000--Nov 30, 2022
Duff & Phelps Utility & Infrastructure Fund Inc.0.79%230,000--Apr 29, 2022
BRAGG CAPITAL TRUST0.45%272,460--May 31, 2023
BlackRock Advantage SMID Cap Fund, Inc.0.33%63,011-321-0.51%Mar 28, 2024
REAVES UTILITY INCOME FUND0.29%257,000--Jan 31, 2024
CORNERCAP GROUP OF FUNDS /VA/0.26%19,109--Sep 30, 2022
SPDR S&P MIDCAP 400 ETF TRUST0.20%803,72912,7981.62%Mar 28, 2024
FIRST TRUST MLP & ENERGY INCOME FUND0.15%72,960--Jan 31, 2024
FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND0.14%35,670--Jan 31, 2024
FIRST TRUST ENERGY INCOME & GROWTH FUND0.14%55,120--Feb 29, 2024
BNY MELLON MIDCAP INDEX FUND, INC.0.14%60,328-3,001-4.74%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.14%1,359,358-121,114-8.18%Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.13%66,959--Mar 31, 2024
DNP SELECT INCOME FUND INC0.11%875,590--Jan 31, 2024
Vanguard Montgomery Funds0.11%26,277--Mar 31, 2024
FPA CAPITAL FUND INC0.11%83,97683,976-Dec 31, 2020
FIRST TRUST ENERGY INFRASTRUCTURE FUND0.08%14,800--Feb 29, 2024
ANCORA TRUST0.07%15,540--Mar 31, 2024
Nuveen S&P 500 Dynamic Overwrite Fund0.07%2,125-4,578-68.30%Mar 31, 2024
HENNESSY FUNDS TRUST0.06%123,834-6,100-4.69%Jan 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.06%37,1219,73035.52%Feb 29, 2024
EIP INVESTMENT TRUST0.06%2,701-300-10.00%Jan 31, 2024
BOSTON TRUST WALDEN FUNDS0.05%133,930--Mar 28, 2024
Federated Hermes Index Trust0.05%10,786-4,477-29.33%Jan 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.05%28,049-1,374-4.67%Mar 31, 2024
VANGUARD ADMIRAL FUNDS0.05%198,488-4,005-1.98%Feb 29, 2024
OSI ETF Trust0.04%7,4564005.67%Mar 31, 2022
Collaborative Investment Series Trust0.03%5,324--Mar 31, 2024
DSS AMERICAFIRST QUANTITATIVE FUNDS0.03%727--Dec 29, 2023
Calvert Responsible Index Series, Inc.0.03%49,542--Mar 31, 2024
Vericimetry Funds0.03%2,626--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.03%170,499-6,627-3.74%Mar 31, 2024
GLENMEDE FUND INC0.03%238,311-6,782-2.77%Jan 31, 2024
NEUBERGER BERMAN EQUITY FUNDS0.03%256,99754,38826.84%Feb 29, 2024
DEUTSCHE DWS VARIABLE SERIES I0.02%8,816--Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.02%14,458-292-1.98%Mar 31, 2024
Agility Multi-Asset Income Fund0.02%2,106--Mar 31, 2024
VANGUARD INDEX FUNDS0.02%8,739,345-1,419,483-13.97%Mar 31, 2024
GABELLI UTILITIES FUND0.02%14,000--Dec 29, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.02%75,0442,3463.23%Jan 31, 2024
SYNTAX ETF TRUST0.02%551152.80%Mar 31, 2024
BNY Mellon Strategic Funds, Inc.0.02%37,510-925-2.41%Mar 31, 2024
Nushares ETF Trust0.02%115,126-6,032-4.98%Jan 31, 2024
VANGUARD EXPLORER FUND0.01%157,81776,44793.95%Jan 31, 2024
Calvert Variable Products, Inc.0.01%31,337-275-0.87%Mar 31, 2024
DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC.0.01%23,014--Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.01%2,338--Mar 31, 2024
VANGUARD SPECIALIZED FUNDS0.01%556,4106,3061.15%Jan 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.01%23,275--Mar 31, 2024
Federated Hermes MDT Series0.01%24,247--Jan 31, 2024
VANGUARD HORIZON FUNDS0.01%215,050-196,351-47.73%Mar 31, 2024
FRONTIER FUNDS, INC.0.01%3,215--Mar 31, 2024
MFS SERIES TRUST XIII0.01%659,985-18,723-2.76%Feb 29, 2024
OBERWEIS FUNDS0.01%8,300--Mar 31, 2024
SCHWAB CAPITAL TRUST0.01%334,363-17,241-4.90%Jan 31, 2024
VICTORY PORTFOLIOS0.01%249,500--Mar 31, 2024
SCM Trust0.01%23,400-20,800-47.06%Dec 31, 2023
Natixis Funds Trust IV0.01%2,3751124.95%Jan 31, 2024
World Funds Trust0.01%93,249--Jan 31, 2024
Managed Portfolio Series0.01%164,010-18,105-9.94%Feb 29, 2024
Segall Bryant & Hamill Trust0.01%131,130-11,715-8.20%Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.01%34,63633,5953227.19%Mar 31, 2024
SIT MUTUAL FUNDS INC0.01%2,150--Mar 28, 2024
Voya EQUITY TRUST0.01%7,536--Feb 29, 2024
VANGUARD WHITEHALL FUNDS0.00%438,409-20,209-4.41%Jan 31, 2024
John Hancock Exchange-Traded Fund Trust0.00%27,919-405-1.43%Jan 31, 2024
Bernstein Fund Inc0.00%38,230--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%859,08832,6013.94%Feb 29, 2024
FIDELITY SECURITIES FUND0.00%363,000--Jan 31, 2024
AIM GROWTH SERIES (INVESCO GROWTH SERIES)0.00%117,828--Mar 31, 2024
PROSHARES TRUST0.00%913,524-7,773-0.84%Feb 29, 2024
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC0.00%1,97164848.98%Sep 30, 2020
Fidelity Commonwealth Trust II0.00%22,42614,465181.70%Aug 31, 2023
Forethought Variable Insurance Trust0.00%13,3101,76715.31%Mar 28, 2024
ETFis Series Trust I0.00%4,343-429-8.99%Jan 31, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%1,989-65-3.16%Sep 30, 2023
ETF Series Solutions0.00%58,6402,1003.71%Jan 31, 2024
IndexIQ ETF Trust0.00%6,121-422-6.45%Jan 31, 2024
Principal Exchange-Traded Funds0.00%32,060--Mar 31, 2024
DIMENSIONAL INVESTMENT GROUP INC0.00%37,052--Jan 31, 2024
SHELTON FUNDS0.00%4,207-285-6.34%Feb 29, 2024
VANGUARD WORLD FUND0.00%610,07016,4702.77%Feb 29, 2024
FIDELITY COVINGTON TRUST0.00%43,729-724-1.63%Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%28,7883421.20%Mar 31, 2024
EXCHANGE TRADED CONCEPTS TRUST0.00%13,372750.56%Feb 29, 2024
STEWARD FUNDS, INC.0.00%5,204--Jan 31, 2024
Victory Portfolios II0.00%112,39821,31523.40%Mar 31, 2024
FPA FUNDS TRUST0.00%321,890--Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%61,615-4,729-7.13%Mar 31, 2024
RYDEX VARIABLE TRUST0.00%2,3592,1761189.07%Dec 31, 2023
Franklin Custodian Funds0.00%1,000,000--Mar 31, 2024
PFM Multi-Manager Series Trust0.00%1,600--Dec 31, 2023
Columbia Funds Variable Series Trust II0.00%59,708--Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%1,896,598369,08124.16%Jan 31, 2024
ALPS ETF Trust0.00%20,4163,66621.89%Feb 29, 2024
Dimensional ETF Trust0.00%681,93275,28512.41%Jan 31, 2024
SunAmerica Specialty Series0.00%786--Apr 30, 2021
BLACKROCK ADVANTAGE GLOBAL FUND, INC.0.00%431--Mar 31, 2024
MUTUAL OF AMERICA INVESTMENT CORP0.00%57,087-505-0.88%Mar 31, 2024
SCHWAB STRATEGIC TRUST0.00%784,34333,8914.52%Feb 29, 2024

New Jersey Resources's largest mutual fund holder by % of total assets is "COPLEY FUND INC /NV/", owning 62.00K shares, compromising 4.57% of its total assets.

New Jersey Resources Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24323-3.87%
31 Mar, 243364.67%
31 Dec, 23321-0.31%
30 Sep, 23322-5.57%
30 Jun, 233414.60%
31 Mar, 233262.84%
31 Dec, 223179.69%
30 Sep, 222890.35%
30 Jun, 22288-3.68%
31 Mar, 222996.79%
31 Dec, 212808.53%
30 Sep, 21258-3.73%
30 Jun, 21268-1.83%
31 Mar, 212730.37%
31 Dec, 202727.51%
30 Sep, 20253-2.32%
30 Jun, 202596.15%
31 Mar, 20244-14.69%
31 Dec, 192869.16%
30 Sep, 19262-0.76%
30 Jun, 19264-1.86%
31 Mar, 19269-2.54%
31 Dec, 182762.60%
30 Sep, 18269-1.47%
30 Jun, 182733.41%
31 Mar, 18264-3.65%
31 Dec, 172748.73%
30 Sep, 172520.80%
30 Jun, 172502.88%
31 Mar, 17243-3.95%
31 Dec, 162532.85%
30 Sep, 16246-1.99%
30 Jun, 16251-2.71%
31 Mar, 162587.95%
31 Dec, 152392.58%
30 Sep, 152330.43%
30 Jun, 15232-1.28%
31 Mar, 152351.73%
31 Dec, 142316.45%
30 Sep, 14217-2.25%
30 Jun, 1422212.69%
31 Mar, 1419714.53%
31 Dec, 13172-1.15%
30 Sep, 131746.75%
30 Jun, 1316398.78%
31 Mar, 138220.59%
31 Dec, 1268-
30 Sep, 1268-2.86%
30 Jun, 1270-5.41%
31 Mar, 127417.46%
31 Dec, 11635.00%
30 Sep, 11607.14%
30 Jun, 1156-1.75%
31 Mar, 115721.28%
31 Dec, 10476.82%
30 Sep, 1044-10.20%
30 Jun, 10496.52%
31 Mar, 1046-8.00%
31 Dec, 09504.17%
30 Sep, 0948-18.64%
30 Jun, 095925.53%
31 Mar, 0947-17.54%
31 Dec, 085721.28%
30 Sep, 0847-7.84%
30 Jun, 08512.00%
31 Mar, 08506.38%
31 Dec, 074714.63%
30 Sep, 0741-4.65%
30 Jun, 0743-12.24%
31 Mar, 07492.08%
31 Dec, 064829.73%
30 Sep, 06372.78%
30 Jun, 0636-5.26%
31 Mar, 063831.03%
31 Dec, 052920.83%
30 Sep, 0524-27.27%
30 Jun, 053310.00%
31 Mar, 05307.14%
31 Dec, 04287.69%
30 Sep, 04268.33%
30 Jun, 0424-11.11%
31 Mar, 042722.73%
31 Dec, 032215.79%
30 Sep, 031918.75%
30 Jun, 0316-
31 Mar, 0316-15.79%
31 Dec, 0219-5.00%
30 Sep, 0220-4.76%
30 Jun, 022123.53%
31 Mar, 021721.43%
31 Dec, 0114-12.50%
30 Sep, 011614.29%
30 Jun, 0114-6.67%
31 Mar, 011525.00%
31 Dec, 0012-
30 Sep, 0012-14.29%
30 Jun, 0014-12.50%
31 Mar, 001614.29%
31 Dec, 99147.69%
30 Sep, 9913-18.75%
30 Jun, 991614.29%
31 Mar, 99141300.00%
31 Dec, 981-

As of 30 Jun 24, 323 institutions are holding New Jersey Resources's shares, representing a decrease of -3.87% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2471,049,1841.10%
31 Mar, 2470,276,1691.04%
31 Dec, 2369,555,7050.29%
30 Sep, 2369,352,070-3.84%
30 Jun, 2372,118,967-2.14%
31 Mar, 2373,695,7961.06%
31 Dec, 2272,923,6691.17%
30 Sep, 2272,078,4230.63%
30 Jun, 2271,624,9902.61%
31 Mar, 2269,802,5041.15%
31 Dec, 2169,008,6613.35%
30 Sep, 2166,774,300-2.66%
30 Jun, 2168,599,378-0.44%
31 Mar, 2168,902,132-3.79%
31 Dec, 2071,617,9402.71%
30 Sep, 2069,729,3541.84%
30 Jun, 2068,469,7150.75%
31 Mar, 2067,959,3450.46%
31 Dec, 1967,646,9269.96%
30 Sep, 1961,520,4331.08%
30 Jun, 1960,862,6232.10%
31 Mar, 1959,612,3150.04%
31 Dec, 1859,588,2251.07%
30 Sep, 1858,956,297-0.02%
30 Jun, 1858,967,0751.46%
31 Mar, 1858,119,8273.48%
31 Dec, 1756,163,4991.62%
30 Sep, 1755,268,731-0.53%
30 Jun, 1755,561,807-1.59%
31 Mar, 1756,460,0424.73%
31 Dec, 1653,911,3273.44%
30 Sep, 1652,120,926-1.21%
30 Jun, 1652,759,8701.91%
31 Mar, 1651,769,6963.09%
31 Dec, 1550,217,4020.07%
30 Sep, 1550,184,4180.23%
30 Jun, 1550,067,312-2.22%
31 Mar, 1551,204,781100.16%
31 Dec, 1425,582,2970.67%
30 Sep, 1425,411,993-2.54%
30 Jun, 1426,074,8819.00%
31 Mar, 1423,921,3123.51%
31 Dec, 1323,110,008-13.20%
30 Sep, 1326,623,32614.02%
30 Jun, 1323,348,68396.06%
31 Mar, 1311,908,851-0.46%
31 Dec, 1211,963,2867.57%
30 Sep, 1211,121,49820.00%
30 Jun, 129,268,0972.49%
31 Mar, 129,043,042-4.04%
31 Dec, 119,423,34711.14%
30 Sep, 118,478,587-29.66%
30 Jun, 1112,054,2535.08%
31 Mar, 1111,471,24137.34%
31 Dec, 108,352,340-12.96%
30 Sep, 109,596,194-8.42%
30 Jun, 1010,478,2317.48%
31 Mar, 109,749,206-4.35%
31 Dec, 0910,192,06655.92%
30 Sep, 096,536,897-12.89%
30 Jun, 097,503,89449.58%
31 Mar, 095,016,668-38.65%
31 Dec, 088,176,75851.48%
30 Sep, 085,397,96627.31%
30 Jun, 084,240,0342.72%
31 Mar, 084,127,84041.12%
31 Dec, 072,925,04211.26%
30 Sep, 072,628,98310.22%
30 Jun, 072,385,205-2.63%
31 Mar, 072,449,718-31.89%
31 Dec, 063,596,626-7.34%
30 Sep, 063,881,39412.43%
30 Jun, 063,452,314-6.43%
31 Mar, 063,689,69125.37%
31 Dec, 052,942,95840.95%
30 Sep, 052,088,004-25.76%
30 Jun, 052,812,48020.05%
31 Mar, 052,342,76818.33%
31 Dec, 041,979,92612.25%
30 Sep, 041,763,8575.16%
30 Jun, 041,677,345-12.23%
31 Mar, 041,910,97247.92%
31 Dec, 031,291,876-10.93%
30 Sep, 031,450,47129.41%
30 Jun, 031,120,813-16.16%
31 Mar, 031,336,923-24.67%
31 Dec, 021,774,87133.50%
30 Sep, 021,329,485-19.55%
30 Jun, 021,652,51916.44%
31 Mar, 021,419,26047.13%
31 Dec, 01964,629-9.87%
30 Sep, 011,070,2121.93%
30 Jun, 011,049,95623.71%
31 Mar, 01848,74611.70%
31 Dec, 00759,8555.17%
30 Sep, 00722,499-17.19%
30 Jun, 00872,493-1.41%
31 Mar, 00884,970-10.53%
31 Dec, 99989,073-18.83%
30 Sep, 991,218,503-6.43%
30 Jun, 991,302,238-1.14%
31 Mar, 991,317,23416353.09%
31 Dec, 988,006-

New Jersey Resources (NJR) has 71.05M shares outstanding as of 30 Jun 24, up 1.10% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2472.22%1.42%
31 Mar, 2471.44%1.41%
31 Dec, 2371.07%1.39%
30 Sep, 2371.48%1.30%
30 Jun, 2374.22%1.28%
31 Mar, 2376.06%1.33%
31 Dec, 2275.58%1.34%
30 Sep, 2275.00%1.35%
30 Jun, 2274.49%1.41%
31 Mar, 2272.66%1.40%
31 Dec, 2171.93%1.49%
30 Sep, 2169.41%1.37%
30 Jun, 2171.20%1.39%
31 Mar, 2171.59%1.29%
31 Dec, 2074.51%1.41%
30 Sep, 2072.69%1.42%
30 Jun, 2071.50%1.41%
31 Mar, 2071.10%1.31%
31 Dec, 1973.60%1.57%
30 Sep, 1968.37%1.48%
30 Jun, 1967.93%1.51%
31 Mar, 1967.10%1.48%
31 Dec, 1867.30%1.48%
30 Sep, 1867.54%1.50%
30 Jun, 1867.09%1.52%
31 Mar, 1866.35%1.59%
31 Dec, 1764.56%1.58%
30 Sep, 1763.88%1.55%
30 Jun, 1764.30%1.50%
31 Mar, 1765.44%1.67%
31 Dec, 1662.63%1.70%
30 Sep, 1660.69%1.61%
30 Jun, 1661.38%1.69%
31 Mar, 1660.31%1.76%
31 Dec, 1558.61%1.69%
30 Sep, 1558.91%1.61%
30 Jun, 1560.40%1.68%
31 Mar, 1560.01%6.56%
31 Dec, 1430.26%3.32%
30 Sep, 1430.18%3.13%
30 Jun, 1431.05%3.84%
31 Mar, 1428.42%3.76%
31 Dec, 1327.50%2.69%
30 Sep, 1331.95%4.06%
30 Jun, 1328.06%13.82%
31 Mar, 1314.25%6.92%
31 Dec, 1214.35%8.00%
30 Sep, 1213.39%10.77%
30 Jun, 1211.15%9.40%
31 Mar, 1210.89%8.42%
31 Dec, 1111.37%10.86%
30 Sep, 1110.23%4.82%
30 Jun, 1114.56%7.57%
31 Mar, 1113.87%13.55%
31 Dec, 1010.12%7.45%
30 Sep, 1011.65%7.22%
30 Jun, 1012.70%9.17%
31 Mar, 1011.77%7.85%
31 Dec, 0912.25%20.34%
30 Sep, 097.76%9.75%
30 Jun, 098.92%25.38%
31 Mar, 095.93%6.31%
31 Dec, 089.70%23.34%
30 Sep, 086.44%25.23%
30 Jun, 085.05%20.77%
31 Mar, 084.93%40.06%
31 Dec, 073.51%35.28%
30 Sep, 073.15%39.67%
30 Jun, 072.82%32.90%
31 Mar, 072.93%15.64%
31 Dec, 064.33%19.85%
30 Sep, 064.67%27.75%
30 Jun, 064.10%20.99%
31 Mar, 064.42%34.87%
31 Dec, 053.56%55.42%
30 Sep, 052.53%21.76%
30 Jun, 053.41%42.57%
31 Mar, 052.83%50.23%
31 Dec, 042.37%53.07%
30 Sep, 042.12%51.50%
30 Jun, 042.03%37.73%
31 Mar, 042.32%93.40%
31 Dec, 031.58%31.00%
30 Sep, 032.25%118.93%
30 Jun, 031.38%50.72%
31 Mar, 031.65%34.27%
31 Dec, 022.19%80.54%
30 Sep, 021.65%39.42%
30 Jun, 022.05%65.96%
31 Mar, 021.76%121.53%
31 Dec, 011.20%67.62%
30 Sep, 011.33%77.34%
30 Jun, 011.31%115.65%
31 Mar, 011.07%115.92%
31 Dec, 000.96%115.59%
30 Sep, 000.91%75.38%
30 Jun, 001.10%88.71%
31 Mar, 001.11%72.70%
31 Dec, 991.24%53.35%
30 Sep, 991.52%60.35%
30 Jun, 991.59%58.78%
31 Mar, 991.64%1647198.00%
31 Dec, 980.01%-

As of 30 Jun 24, New Jersey Resources is held by 72.22% institutional shareholders, representing a 1.42% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24162-4.71%
31 Mar, 241706.25%
31 Dec, 231606.67%
30 Sep, 23150-5.66%
30 Jun, 23159-4.79%
31 Mar, 23167-0.60%
31 Dec, 2216824.44%
30 Sep, 221358.87%
30 Jun, 22124-15.65%
31 Mar, 22147-8.13%
31 Dec, 2116049.53%
30 Sep, 211072.88%
30 Jun, 21104-2.80%
31 Mar, 21107-21.32%
31 Dec, 201367.94%
30 Sep, 20126-9.35%
30 Jun, 2013912.10%
31 Mar, 20124-27.49%
31 Dec, 1917144.92%
30 Sep, 19118-4.84%
30 Jun, 19124-1.59%
31 Mar, 19126-5.26%
31 Dec, 1813310.83%
30 Sep, 18120-14.29%
30 Jun, 1814010.24%
31 Mar, 18127-3.79%
31 Dec, 1713221.10%
30 Sep, 17109-14.17%
30 Jun, 1712719.81%
31 Mar, 17106-16.54%
31 Dec, 1612713.39%
30 Sep, 161125.66%
30 Jun, 16106-8.62%
31 Mar, 16116-3.33%
31 Dec, 1512011.11%
30 Sep, 151086.93%
30 Jun, 15101-54.71%
31 Mar, 15223110.38%
31 Dec, 1410615.22%
30 Sep, 1492-21.37%
30 Jun, 1411718.18%
31 Mar, 149915.12%
31 Dec, 1386-5.49%
30 Sep, 1391-22.22%
30 Jun, 13117154.35%
31 Mar, 13466.98%
31 Dec, 1243-
30 Sep, 124319.44%
30 Jun, 1236-21.74%
31 Mar, 124639.39%
31 Dec, 113313.79%
30 Sep, 112911.54%
30 Jun, 1126-18.75%
31 Mar, 113233.33%
31 Dec, 102414.29%
30 Sep, 1021-8.70%
30 Jun, 10234.55%
31 Mar, 1022-4.35%
31 Dec, 0923-11.54%
30 Sep, 0926-29.73%
30 Jun, 093737.04%
31 Mar, 0927-28.95%
31 Dec, 083865.22%
30 Sep, 0823-17.86%
30 Jun, 0828-37.78%
31 Mar, 084566.67%
31 Dec, 072728.57%
30 Sep, 07215.00%
30 Jun, 0720-20.00%
31 Mar, 0725-16.67%
31 Dec, 0630100.00%
30 Sep, 0615-6.25%
30 Jun, 0616-30.43%
31 Mar, 062335.29%
31 Dec, 051788.89%
30 Sep, 059-43.75%
30 Jun, 051633.33%
31 Mar, 0512-20.00%
31 Dec, 04157.14%
30 Sep, 0414-6.67%
30 Jun, 0415-28.57%
31 Mar, 042150.00%
31 Dec, 031455.56%
30 Sep, 039-25.00%
30 Jun, 0312100.00%
31 Mar, 036-53.85%
31 Dec, 02138.33%
30 Sep, 0212-25.00%
30 Jun, 0216-
31 Mar, 0216220.00%
31 Dec, 015-50.00%
30 Sep, 011011.11%
30 Jun, 019-
31 Mar, 01980.00%
31 Dec, 005-16.67%
30 Sep, 006-14.29%
30 Jun, 007-22.22%
31 Mar, 00928.57%
31 Dec, 997-22.22%
30 Sep, 999-10.00%
30 Jun, 9910-28.57%
31 Mar, 99141300.00%
31 Dec, 981-

162 institutional shareholders have increased their position in NJR stock as of 30 Jun 24 compared to 170 in the previous quarter (a -4.71% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 24104-7.96%
31 Mar, 241132.73%
31 Dec, 23110-7.56%
30 Sep, 23119-5.56%
30 Jun, 2312623.53%
31 Mar, 231027.37%
31 Dec, 2295-2.06%
30 Sep, 2297-
30 Jun, 22974.30%
31 Mar, 229334.78%
31 Dec, 2169-24.18%
30 Sep, 2191-7.14%
30 Jun, 2198-5.77%
31 Mar, 2110413.04%
31 Dec, 209215.00%
30 Sep, 208015.94%
30 Jun, 20694.55%
31 Mar, 20663.13%
31 Dec, 1964-8.57%
30 Sep, 1970-9.09%
30 Jun, 1977-2.53%
31 Mar, 19791.28%
31 Dec, 1878-10.34%
30 Sep, 188714.47%
30 Jun, 18762.70%
31 Mar, 1874-1.33%
31 Dec, 177510.29%
30 Sep, 17689.68%
30 Jun, 1762-18.42%
31 Mar, 17768.57%
31 Dec, 1670-4.11%
30 Sep, 1673-7.59%
30 Jun, 1679-9.20%
31 Mar, 168727.94%
31 Dec, 1568-4.23%
30 Sep, 1571-6.58%
30 Jun, 1576590.91%
31 Mar, 1511-86.42%
31 Dec, 14812.53%
30 Sep, 147933.90%
30 Jun, 14597.27%
31 Mar, 14553.77%
31 Dec, 135317.78%
30 Sep, 134580.00%
30 Jun, 132519.05%
31 Mar, 132161.54%
31 Dec, 12138.33%
30 Sep, 1212-36.84%
30 Jun, 121935.71%
31 Mar, 1214-
31 Dec, 111416.67%
30 Sep, 1112-20.00%
30 Jun, 111566.67%
31 Mar, 119-18.18%
31 Dec, 1011-15.38%
30 Sep, 1013-13.33%
30 Jun, 101536.36%
31 Mar, 1011-35.29%
31 Dec, 091754.55%
30 Sep, 0911-31.25%
30 Jun, 09166.67%
31 Mar, 0915-6.25%
31 Dec, 0816-5.88%
30 Sep, 081754.55%
30 Jun, 0811120.00%
31 Mar, 085-61.54%
31 Dec, 0713-13.33%
30 Sep, 0715-11.76%
30 Jun, 071721.43%
31 Mar, 071440.00%
31 Dec, 0610-16.67%
30 Sep, 0612-
30 Jun, 0612140.00%
31 Mar, 06525.00%
31 Dec, 054-55.56%
30 Sep, 059-
30 Jun, 059-25.00%
31 Mar, 051271.43%
31 Dec, 047-12.50%
30 Sep, 04860.00%
30 Jun, 045-
31 Mar, 045-28.57%
31 Dec, 03716.67%
30 Sep, 036100.00%
30 Jun, 033-66.67%
31 Mar, 03980.00%
31 Dec, 025-
30 Sep, 02525.00%
30 Jun, 024300.00%
31 Mar, 021-80.00%
31 Dec, 015-
30 Sep, 01566.67%
30 Jun, 013-25.00%
31 Mar, 01433.33%
31 Dec, 003-
30 Sep, 003-
30 Jun, 003-
31 Mar, 003-
31 Dec, 99350.00%
30 Sep, 992-60.00%
30 Jun, 995-
31 Mar, 99--
31 Dec, 98--

104 institutional shareholders have reduced their position in NJR stock as of 30 Jun 24 compared to 113 in the previous quarter (a -7.96% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24323-3.87%71,049,1841.10%72.22%1.42%162-4.71%104-7.96%
31 Mar, 243364.67%70,276,1691.04%71.44%1.41%1706.25%1132.73%
31 Dec, 23321-0.31%69,555,7050.29%71.07%1.39%1606.67%110-7.56%
30 Sep, 23322-5.57%69,352,070-3.84%71.48%1.30%150-5.66%119-5.56%
30 Jun, 233414.60%72,118,967-2.14%74.22%1.28%159-4.79%12623.53%
31 Mar, 233262.84%73,695,7961.06%76.06%1.33%167-0.60%1027.37%
31 Dec, 223179.69%72,923,6691.17%75.58%1.34%16824.44%95-2.06%
30 Sep, 222890.35%72,078,4230.63%75.00%1.35%1358.87%97-
30 Jun, 22288-3.68%71,624,9902.61%74.49%1.41%124-15.65%974.30%
31 Mar, 222996.79%69,802,5041.15%72.66%1.40%147-8.13%9334.78%
31 Dec, 212808.53%69,008,6613.35%71.93%1.49%16049.53%69-24.18%
30 Sep, 21258-3.73%66,774,300-2.66%69.41%1.37%1072.88%91-7.14%
30 Jun, 21268-1.83%68,599,378-0.44%71.20%1.39%104-2.80%98-5.77%
31 Mar, 212730.37%68,902,132-3.79%71.59%1.29%107-21.32%10413.04%
31 Dec, 202727.51%71,617,9402.71%74.51%1.41%1367.94%9215.00%
30 Sep, 20253-2.32%69,729,3541.84%72.69%1.42%126-9.35%8015.94%
30 Jun, 202596.15%68,469,7150.75%71.50%1.41%13912.10%694.55%
31 Mar, 20244-14.69%67,959,3450.46%71.10%1.31%124-27.49%663.13%
31 Dec, 192869.16%67,646,9269.96%73.60%1.57%17144.92%64-8.57%
30 Sep, 19262-0.76%61,520,4331.08%68.37%1.48%118-4.84%70-9.09%
30 Jun, 19264-1.86%60,862,6232.10%67.93%1.51%124-1.59%77-2.53%
31 Mar, 19269-2.54%59,612,3150.04%67.10%1.48%126-5.26%791.28%
31 Dec, 182762.60%59,588,2251.07%67.30%1.48%13310.83%78-10.34%
30 Sep, 18269-1.47%58,956,297-0.02%67.54%1.50%120-14.29%8714.47%
30 Jun, 182733.41%58,967,0751.46%67.09%1.52%14010.24%762.70%
31 Mar, 18264-3.65%58,119,8273.48%66.35%1.59%127-3.79%74-1.33%
31 Dec, 172748.73%56,163,4991.62%64.56%1.58%13221.10%7510.29%
30 Sep, 172520.80%55,268,731-0.53%63.88%1.55%109-14.17%689.68%
30 Jun, 172502.88%55,561,807-1.59%64.30%1.50%12719.81%62-18.42%
31 Mar, 17243-3.95%56,460,0424.73%65.44%1.67%106-16.54%768.57%
31 Dec, 162532.85%53,911,3273.44%62.63%1.70%12713.39%70-4.11%
30 Sep, 16246-1.99%52,120,926-1.21%60.69%1.61%1125.66%73-7.59%
30 Jun, 16251-2.71%52,759,8701.91%61.38%1.69%106-8.62%79-9.20%
31 Mar, 162587.95%51,769,6963.09%60.31%1.76%116-3.33%8727.94%
31 Dec, 152392.58%50,217,4020.07%58.61%1.69%12011.11%68-4.23%
30 Sep, 152330.43%50,184,4180.23%58.91%1.61%1086.93%71-6.58%
30 Jun, 15232-1.28%50,067,312-2.22%60.40%1.68%101-54.71%76590.91%
31 Mar, 152351.73%51,204,781100.16%60.01%6.56%223110.38%11-86.42%
31 Dec, 142316.45%25,582,2970.67%30.26%3.32%10615.22%812.53%
30 Sep, 14217-2.25%25,411,993-2.54%30.18%3.13%92-21.37%7933.90%
30 Jun, 1422212.69%26,074,8819.00%31.05%3.84%11718.18%597.27%
31 Mar, 1419714.53%23,921,3123.51%28.42%3.76%9915.12%553.77%
31 Dec, 13172-1.15%23,110,008-13.20%27.50%2.69%86-5.49%5317.78%
30 Sep, 131746.75%26,623,32614.02%31.95%4.06%91-22.22%4580.00%
30 Jun, 1316398.78%23,348,68396.06%28.06%13.82%117154.35%2519.05%
31 Mar, 138220.59%11,908,851-0.46%14.25%6.92%466.98%2161.54%
31 Dec, 1268-11,963,2867.57%14.35%8.00%43-138.33%
30 Sep, 1268-2.86%11,121,49820.00%13.39%10.77%4319.44%12-36.84%
30 Jun, 1270-5.41%9,268,0972.49%11.15%9.40%36-21.74%1935.71%
31 Mar, 127417.46%9,043,042-4.04%10.89%8.42%4639.39%14-
31 Dec, 11635.00%9,423,34711.14%11.37%10.86%3313.79%1416.67%
30 Sep, 11607.14%8,478,587-29.66%10.23%4.82%2911.54%12-20.00%
30 Jun, 1156-1.75%12,054,2535.08%14.56%7.57%26-18.75%1566.67%
31 Mar, 115721.28%11,471,24137.34%13.87%13.55%3233.33%9-18.18%
31 Dec, 10476.82%8,352,340-12.96%10.12%7.45%2414.29%11-15.38%
30 Sep, 1044-10.20%9,596,194-8.42%11.65%7.22%21-8.70%13-13.33%
30 Jun, 10496.52%10,478,2317.48%12.70%9.17%234.55%1536.36%
31 Mar, 1046-8.00%9,749,206-4.35%11.77%7.85%22-4.35%11-35.29%
31 Dec, 09504.17%10,192,06655.92%12.25%20.34%23-11.54%1754.55%
30 Sep, 0948-18.64%6,536,897-12.89%7.76%9.75%26-29.73%11-31.25%
30 Jun, 095925.53%7,503,89449.58%8.92%25.38%3737.04%166.67%
31 Mar, 0947-17.54%5,016,668-38.65%5.93%6.31%27-28.95%15-6.25%
31 Dec, 085721.28%8,176,75851.48%9.70%23.34%3865.22%16-5.88%
30 Sep, 0847-7.84%5,397,96627.31%6.44%25.23%23-17.86%1754.55%
30 Jun, 08512.00%4,240,0342.72%5.05%20.77%28-37.78%11120.00%
31 Mar, 08506.38%4,127,84041.12%4.93%40.06%4566.67%5-61.54%
31 Dec, 074714.63%2,925,04211.26%3.51%35.28%2728.57%13-13.33%
30 Sep, 0741-4.65%2,628,98310.22%3.15%39.67%215.00%15-11.76%
30 Jun, 0743-12.24%2,385,205-2.63%2.82%32.90%20-20.00%1721.43%
31 Mar, 07492.08%2,449,718-31.89%2.93%15.64%25-16.67%1440.00%
31 Dec, 064829.73%3,596,626-7.34%4.33%19.85%30100.00%10-16.67%
30 Sep, 06372.78%3,881,39412.43%4.67%27.75%15-6.25%12-
30 Jun, 0636-5.26%3,452,314-6.43%4.10%20.99%16-30.43%12140.00%
31 Mar, 063831.03%3,689,69125.37%4.42%34.87%2335.29%525.00%
31 Dec, 052920.83%2,942,95840.95%3.56%55.42%1788.89%4-55.56%
30 Sep, 0524-27.27%2,088,004-25.76%2.53%21.76%9-43.75%9-
30 Jun, 053310.00%2,812,48020.05%3.41%42.57%1633.33%9-25.00%
31 Mar, 05307.14%2,342,76818.33%2.83%50.23%12-20.00%1271.43%
31 Dec, 04287.69%1,979,92612.25%2.37%53.07%157.14%7-12.50%
30 Sep, 04268.33%1,763,8575.16%2.12%51.50%14-6.67%860.00%
30 Jun, 0424-11.11%1,677,345-12.23%2.03%37.73%15-28.57%5-
31 Mar, 042722.73%1,910,97247.92%2.32%93.40%2150.00%5-28.57%
31 Dec, 032215.79%1,291,876-10.93%1.58%31.00%1455.56%716.67%
30 Sep, 031918.75%1,450,47129.41%2.25%118.93%9-25.00%6100.00%
30 Jun, 0316-1,120,813-16.16%1.38%50.72%12100.00%3-66.67%
31 Mar, 0316-15.79%1,336,923-24.67%1.65%34.27%6-53.85%980.00%
31 Dec, 0219-5.00%1,774,87133.50%2.19%80.54%138.33%5-
30 Sep, 0220-4.76%1,329,485-19.55%1.65%39.42%12-25.00%525.00%
30 Jun, 022123.53%1,652,51916.44%2.05%65.96%16-4300.00%
31 Mar, 021721.43%1,419,26047.13%1.76%121.53%16220.00%1-80.00%
31 Dec, 0114-12.50%964,629-9.87%1.20%67.62%5-50.00%5-
30 Sep, 011614.29%1,070,2121.93%1.33%77.34%1011.11%566.67%
30 Jun, 0114-6.67%1,049,95623.71%1.31%115.65%9-3-25.00%
31 Mar, 011525.00%848,74611.70%1.07%115.92%980.00%433.33%
31 Dec, 0012-759,8555.17%0.96%115.59%5-16.67%3-
30 Sep, 0012-14.29%722,499-17.19%0.91%75.38%6-14.29%3-
30 Jun, 0014-12.50%872,493-1.41%1.10%88.71%7-22.22%3-
31 Mar, 001614.29%884,970-10.53%1.11%72.70%928.57%3-
31 Dec, 99147.69%989,073-18.83%1.24%53.35%7-22.22%350.00%
30 Sep, 9913-18.75%1,218,503-6.43%1.52%60.35%9-10.00%2-60.00%
30 Jun, 991614.29%1,302,238-1.14%1.59%58.78%10-28.57%5-
31 Mar, 99141300.00%1,317,23416353.09%1.64%1647198.00%141300.00%--
31 Dec, 981-8,006-0.01%-1---

New Jersey Resources Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 16, 2024Westhoven Stephen Ddirector, officer President & CEOS-SaleSell3,400$45.00$153.00K195,305
Jul 16, 2024Westhoven Stephen Ddirector, officer President & CEOS-SaleSell26,600$45.06$1.20M168,705
Jun 14, 2024KENNY JANE Mdirector-S-SaleSell-$42.44$6.9631,559
Jun 14, 2024KENNY JANE Mdirector-S-SaleSell8,300$42.20$350.26K23,259
May 24, 2024Westhoven Stephen Ddirector, officer President & CEOS-SaleSell20,000$42.82$856.42K198,705
Mar 13, 2024Migliaccio Patrick J.officer Senior VP and COO, NJNGS-SaleSell3,000$42.71$128.13K38,886

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 16, 2024Westhoven Stephen Ddirector, officer President & CEOS-SaleSell3,400$45.00$153.00K195,305
Jul 16, 2024Westhoven Stephen Ddirector, officer President & CEOS-SaleSell26,600$45.06$1.20M168,705
Jun 14, 2024KENNY JANE Mdirector-S-SaleSell-$42.44$6.9631,559
Jun 14, 2024KENNY JANE Mdirector-S-SaleSell8,300$42.20$350.26K23,259
May 24, 2024Westhoven Stephen Ddirector, officer President & CEOS-SaleSell20,000$42.82$856.42K198,705
Mar 13, 2024Migliaccio Patrick J.officer Senior VP and COO, NJNGS-SaleSell3,000$42.71$128.13K38,886
Jan 26, 2024O'Sullivan Michael Adirector-M-ExemptSell2,521---
Jan 26, 2024Hardwick M Susandirector-M-ExemptSell2,521---
Jan 26, 2024TAYLOR SHARON Cdirector-M-ExemptSell2,521---

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 16, 2024Westhoven Stephen Ddirector, officer President & CEOS-SaleSell3,400$45.00$153.00K195,305
Jul 16, 2024Westhoven Stephen Ddirector, officer President & CEOS-SaleSell26,600$45.06$1.20M168,705
Jun 14, 2024KENNY JANE Mdirector-S-SaleSell-$42.44$6.9631,559
Jun 14, 2024KENNY JANE Mdirector-S-SaleSell8,300$42.20$350.26K23,259
May 24, 2024Westhoven Stephen Ddirector, officer President & CEOS-SaleSell20,000$42.82$856.42K198,705
Mar 13, 2024Migliaccio Patrick J.officer Senior VP and COO, NJNGS-SaleSell3,000$42.71$128.13K38,886
Jan 26, 2024CORRELL DONALD Ldirector-A-AwardBuy4,317--4,317
Jan 26, 2024OConnor Thomas Cdirector-A-AwardBuy3,118--3,118
Jan 26, 2024Aliff Gregory Edirector-A-AwardBuy3,118--3,118
Jan 26, 2024O'Sullivan Michael Adirector-A-AwardBuy3,118--3,118
Jan 26, 2024O'Sullivan Michael Adirector-M-ExemptBuy2,613$41.69$108.94K3,077
Jan 26, 2024O'Sullivan Michael Adirector-M-ExemptSell2,521---
Jan 26, 2024Hardwick M Susandirector-M-ExemptBuy2,613$41.69$108.94K8,846
Jan 26, 2024Hardwick M Susandirector-A-AwardBuy3,118--3,118
Jan 26, 2024Hardwick M Susandirector-M-ExemptSell2,521---
Jan 26, 2024TAYLOR SHARON Cdirector-M-ExemptBuy2,613$41.69$108.94K26,869
Jan 26, 2024TAYLOR SHARON Cdirector-A-AwardBuy3,118--3,118
Jan 26, 2024TAYLOR SHARON Cdirector-M-ExemptSell2,521---
Jan 26, 2024DEGRAFFENREIDT JAMES H JRdirector-M-ExemptBuy2,613$41.69$108.94K16,862
Jan 26, 2024DEGRAFFENREIDT JAMES H JRdirector-A-AwardBuy3,118--3,118

The last insider sell of New Jersey Resources's stock was made by Westhoven Stephen D on Jul 16 2024, selling 3,400 shares at $45.00 per share (valued at $153.00K).

New Jersey Resources Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-2-
Q2 2024-3-
Q1 20241912158.33%
Q4 2023233271.88%
Q3 20232366.67%
Q2 2023-1-
Q1 20231610160.00%
Q4 2022212972.41%
Q3 202222100.00%
Q2 2022-2-
Q1 20221810180.00%
Q4 2021193554.29%
Q3 20212366.67%
Q2 2021-3-
Q1 20211810180.00%
Q4 2020152853.57%
Q3 202043133.33%
Q2 202011100.00%
Q1 2020128150.00%
Q4 2019192673.08%

0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by New Jersey Resources's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-2-
Q2 2024-3-
Q1 2024-1-
Q4 2023-1-
Q3 2023---
Q2 2023-1-
Q1 2023-1-
Q4 2022-1-
Q3 2022---
Q2 2022-1-
Q1 2022---
Q4 202111100.00%
Q3 2021---
Q2 2021-3-
Q1 2021-2-
Q4 2020---
Q3 2020---
Q2 2020---
Q1 2020-2-
Q4 2019---

As of Q3 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of New Jersey Resources's stocks.

New Jersey Resources Peer Ownership


TickerCompany
UGIUGI Corporation
NINiSource Inc.
CPKChesapeake Utilities Corporation
ATOAtmos Energy Corporation
OGSONE Gas, Inc.
SRSpire Inc.
RGCORGC Resources, Inc.

NJR Ownership FAQ


New Jersey Resources is owned by institutional shareholders (72.22%), insiders (0.41%), and public (27.36%). The largest institutional shareholder of New Jersey Resources is BLACKROCK INC. (16.86% of total shares) and the top mutual fund owner is COPLEY FUND INC /NV/ (4.57% of total shares).

New Jersey Resources's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, DIMENSIONAL FUND ADVISORS LP, and WELLS FARGO & COMPANY/MN. The top five shareholders own together 39.60% of the company's share outstanding.

As of Jun 2024, there are 323 institutional shareholders of New Jersey Resources.

BLACKROCK INC owns 16.59M shares of New Jersey Resources, representing 16.86% of the company's total shares outstanding, valued at $709.08M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 11.77M shares of New Jersey Resources (NJR), compromising 11.97% of the company, valued at $503.25M.

STATE STREET CORP is the third largest holder of New Jersey Resources. The company owns 5.05M of the company's shares outstanding (worth $217.88B).