New Jersey Resources Corporation
US ˙ NYSE ˙ US6460251068

SecurityNJR / New Jersey Resources Corporation
InstitutionEllevest, Inc.
Latest Disclosed Ownership4,139 shares
Latest Disclosed Value $ 227,314
Ellevest, Inc. reports 5.39% decrease in ownership of NJR / New Jersey Resources Corporation

On May 11, 2026 - Ellevest, Inc. filed a 13F-HR form disclosing ownership of 4,139 shares of New Jersey Resources Corporation (US:NJR) valued at $227,314 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 4,375 shares of New Jersey Resources Corporation. This represents a change in shares of -5.39% during the quarter. The current value of the position is $222,844 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F NEW JERSEY RES CORP COM COM 646025106 4,139 -236 -5.39 227 12.94 0.0316
2026-02-10 2025-12-31 13F NEW JERSEY RES CORP COM COM 646025106 4,375 -1,155 -20.89 202 -24.44 0.0279
2025-11-14 2025-09-30 13F NEW JERSEY RES COM 646025106 5,530 -4,649 -45.67 266 -41.67 0.0380
2025-08-05 2025-06-30 13F NEW JERSEY RES COM 646025106 10,179 -13,026 -56.13 456 -59.93 0.0728
2025-05-14 2025-03-31 13F NEW JERSEY RES COM 646025106 23,205 5,218 29.01 1,138 35.64 0.0759
2025-02-14 2024-12-31 13F NEW JERSEY RES COM 646025106 17,987 733 4.25 839 3.07 0.0484
2024-11-13 2024-09-30 13F NEW JERSEY RES COM 646025106 17,254 -2,347 -11.97 814 -2.75 0.0451
2024-08-14 2024-06-30 13F NEW JERSEY RES COM 646025106 19,601 3,365 20.73 838 20.26 0.0503
2024-05-13 2024-03-31 13F NEW JERSEY RES COM 646025106 16,236 -2,690 -14.21 697 -17.44 0.0432
2024-02-06 2023-12-31 13F NEW JERSEY RES COM 646025106 18,926 3,055 19.25 844 30.90 0.0575
2023-11-09 2023-09-30 13F NEW JERSEY RES COM 646025106 15,871 4,407 38.44 645 19.04 0.0496
2023-08-09 2023-06-30 13F NEW JERSEY RES COM 646025106 11,464 9,610 518.34 541 452.04 0.0407
2023-05-04 2023-03-31 13F NEW JERSEY RES CORP COM Stock 646025106 1,854 -320 -14.72 99 -8.41 0.0077
2023-02-03 2022-12-31 13F NEW JERSEY RES CORP COM Stock 646025106 2,174 -598 -21.57 108 0.00 0.0091
2022-11-02 2022-09-30 13F NEW JERSEY RES CORP COM Stock 646025106 2,772 -3,863 -58.22 107 -63.73 0.0101
2022-07-18 2022-06-30 13F NEW JERSEY RES CORP COM Stock 646025106 6,635 -4,977 -42.86 295 -44.65 0.0277
2022-04-19 2022-03-31 13F NEW JERSEY RES Stock 646025106 11,612 3,140 37.06 533 53.16 0.0450
2022-01-24 2021-12-31 13F NEW JERSEY RES CORP COM Stock 646025106 8,472 728 9.40 348 28.89 0.0310
2021-10-19 2021-09-30 13F NEW JERSEY RES CORP COM Stock 646025106 7,744 2,017 35.22 270 18.94 0.0263
2021-07-13 2021-06-30 13F NEW JERSEY RES CORP COM Stock 646025106 5,727 356 6.63 227 6.07 0.0225
2021-05-03 2021-03-31 13F NEW JERSEY RES CORP COM Stock 646025106 5,371 470 9.59 214 22.99 0.0258
2021-02-04 2020-12-31 13F NEW JERSEY RES CORP COM Stock 646025106 4,901 1,597 48.34 174 95.51 0.0255
2020-10-26 2020-09-30 13F NEW JERSEY RES CORP COM Stock 646025106 3,304 47 1.44 89 -16.04 0.0160
2020-07-06 2020-06-30 13F NEW JERSEY RES Stock 646025106 3,257 1,801 123.70 106 116.33 0.0227
2020-04-13 2020-03-31 13F NEW JERSEY RES COM Stock 646025106 1,456 757 108.30 49 58.06 0.0136
2020-02-05 2019-12-31 13F NEW JERSEY RES COM Stock 646025106 699 699 31 0.0086
2019-08-20 2019-06-30 13F NEW JERSEY RES COM Stock 646025106 0 -43 -100.00 0 -100.00
2019-05-01 2019-03-31 13F NEW JERSEY RES COM Stock 646025106 43 43 2 0.0010
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.